+916.9%
VZ vs SONY
+609.1%
+307.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +2.2% | +6.1% | -3.8% | +1.2% |
| 30D | +10.6% | +12.2% | -1.6% | +8.5% |
| 3M | -0.6% | +15.3% | -16.0% | -3.0% |
| 6M | +0.7% | +34.3% | -33.5% | -4.3% |
| YTD | +20.6% | +5.7% | +14.9% | +18.8% |
| 1Y | +22.7% | -2.3% | +25.1% | +22.4% |
| 3Y | +57.2% | +67.1% | -9.9% | +41.3% |
| 5Y | +21.4% | +13.0% | +8.4% | +15.0% |
| 10Y | +65.5% | +372.1% | -306.6% | +18.8% |
| All | +916.9% | +609.1% | +307.8% | +484.5% |
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