+244.3%
SONY vs VT
+346.0%
-101.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | +6.7% | -2.3% | +9.0% | +8.8% |
| 30D | +14.8% | -5.0% | +19.8% | +20.0% |
| 3M | +16.9% | -4.9% | +21.8% | +22.0% |
| 6M | +30.2% | -1.5% | +31.8% | +30.7% |
| YTD | +5.5% | +8.5% | -3.0% | -3.9% |
| 1Y | -4.6% | +11.4% | -15.9% | -15.3% |
| 3Y | +57.2% | +70.1% | -12.8% | -8.2% |
| 5Y | +12.1% | +53.7% | -41.7% | -27.3% |
| 10Y | +361.6% | +220.0% | +141.6% | +43.0% |
| All | +244.3% | +346.0% | -101.7% | -30.6% |
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