+286.6%
SONY vs VOO
+325.3%
-38.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.9% |
| 7D | -2.7% | -0.8% | -1.9% | -2.0% |
| 30D | +1.5% | -1.1% | +2.6% | +2.5% |
| 3M | +13.0% | +3.9% | +9.1% | +8.9% |
| 6M | +11.2% | +13.6% | -2.4% | -1.0% |
| YTD | -6.6% | +12.7% | -19.3% | -16.3% |
| 1Y | -18.1% | +17.6% | -35.7% | -29.2% |
| 3Y | +42.1% | +77.3% | -35.2% | -14.5% |
| 5Y | +11.0% | +84.1% | -73.1% | -35.3% |
| All | +286.6% | +325.3% | -38.7% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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