+210.9%
SON vs VT
+363.9%
-152.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +4.4% |
| 7D | +5.9% | -0.3% | +6.2% | +6.2% |
| 30D | +7.1% | -1.4% | +8.5% | +8.3% |
| 3M | -11.1% | -1.4% | -9.7% | -10.2% |
| 6M | +6.1% | +5.5% | +0.7% | +1.5% |
| YTD | +21.8% | +12.8% | +9.0% | +9.9% |
| 1Y | +34.4% | +15.4% | +19.0% | +18.9% |
| 3Y | +6.1% | +76.9% | -70.7% | -34.0% |
| 5Y | +4.8% | +60.4% | -55.6% | -29.9% |
| 10Y | +45.5% | +232.8% | -187.3% | -45.6% |
| All | +210.9% | +363.9% | -152.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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