+908.7%
VZ vs SONY
+607.5%
+301.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -0.6% |
| 7D | +2.1% | +6.7% | -4.6% | +1.0% |
| 30D | +1.4% | +14.8% | -13.4% | -0.9% |
| 3M | -1.3% | +16.9% | -18.1% | -3.8% |
| 6M | -0.5% | +30.2% | -30.8% | -5.0% |
| YTD | +19.6% | +5.5% | +14.2% | +17.9% |
| 1Y | +22.4% | -4.6% | +26.9% | +22.5% |
| 3Y | +55.9% | +57.2% | -1.3% | +41.5% |
| 5Y | +20.4% | +12.1% | +8.4% | +14.2% |
| 10Y | +66.9% | +361.6% | -294.7% | +20.2% |
| All | +908.7% | +607.5% | +301.2% | +480.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling