-11.8%
SONY vs VT
+23.3%
-35.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | +9.4% | +1.0% | +8.5% | +8.6% |
| 3M | +10.5% | +2.4% | +8.1% | +8.4% |
| 6M | +11.7% | +12.0% | -0.3% | -0.2% |
| YTD | -4.1% | +15.3% | -19.4% | -17.6% |
| 1Y | -11.8% | +22.6% | -34.4% | -29.8% |
| All | -11.8% | +23.3% | -35.1% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling