-0.8%
VCIT vs SONY
-3.1%
+2.4%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +1.4% |
| 3M | -1.6% | +15.3% | -16.9% | -2.0% |
| 6M | -2.1% | +34.3% | -36.4% | -3.2% |
| YTD | -1.6% | +5.7% | -7.3% | -2.2% |
| All | -0.8% | -3.1% | +2.4% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling