+31.2%
VCIT vs SONY
+376.6%
-345.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | +0.1% |
| 7D | +0.7% | +6.1% | -5.3% | +0.5% |
| 30D | +1.8% | +12.2% | -10.4% | +1.3% |
| 3M | -1.1% | +15.3% | -16.5% | -1.7% |
| 6M | -1.7% | +34.3% | -36.0% | -2.9% |
| YTD | -1.1% | +5.7% | -6.8% | -1.5% |
| 1Y | -0.4% | -2.3% | +2.0% | -0.4% |
| 3Y | +20.5% | +67.1% | -46.7% | +17.3% |
| 5Y | +3.8% | +13.0% | -9.2% | +1.5% |
| 10Y | +31.2% | +372.1% | -340.9% | +25.0% |
| All | +31.2% | +376.6% | -345.4% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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