+990.1%
VZ vs SONY
+543.6%
+446.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | +0.1% | -1.2% | +1.2% | +0.3% |
| 30D | +7.9% | +9.4% | -1.5% | +6.3% |
| 3M | +13.6% | +10.5% | +3.2% | +11.6% |
| 6M | +1.1% | +11.7% | -10.6% | -1.1% |
| YTD | +29.3% | -4.1% | +33.4% | +29.5% |
| 1Y | +21.2% | -11.8% | +33.0% | +22.8% |
| 3Y | +75.9% | +45.9% | +30.0% | +61.7% |
| 5Y | +24.1% | +16.3% | +7.8% | +16.8% |
| 10Y | +62.4% | +297.6% | -235.2% | +20.0% |
| All | +990.1% | +543.6% | +446.5% | +537.0% |
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