-18.1%
SONY vs VO
+13.3%
-31.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -2.7% | -1.5% | -1.2% | -1.5% |
| 30D | +1.5% | -3.0% | +4.6% | +4.1% |
| 3M | +13.0% | +2.8% | +10.2% | +9.9% |
| 6M | +11.2% | +10.9% | +0.3% | +0.2% |
| YTD | -6.6% | +12.5% | -19.1% | -16.7% |
| 1Y | -18.1% | +12.0% | -30.1% | -26.4% |
| All | -18.1% | +13.3% | -31.4% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling