+280.4%
SONY vs VO
+197.9%
+82.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.3% | +1.1% |
| 7D | -5.8% | -2.5% | -3.3% | -3.8% |
| 30D | -0.4% | -3.2% | +2.9% | +2.3% |
| 3M | +13.3% | +3.9% | +9.4% | +9.5% |
| 6M | +8.5% | +9.6% | -1.2% | +0.4% |
| YTD | -8.1% | +11.6% | -19.7% | -16.2% |
| 1Y | -17.9% | +12.6% | -30.5% | -25.7% |
| 3Y | +41.4% | +55.4% | -13.9% | -1.7% |
| 5Y | +9.3% | +41.8% | -32.6% | -18.5% |
| All | +280.4% | +197.9% | +82.5% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling