+59.9%
VEA vs SONY
+9.6%
+50.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.6% |
| 7D | -1.5% | -2.7% | +1.2% | -0.6% |
| 30D | -0.8% | +1.5% | -2.4% | -1.4% |
| 3M | +2.5% | +13.0% | -10.5% | -2.0% |
| 6M | +11.1% | +11.2% | -0.1% | +6.5% |
| YTD | +17.2% | -6.6% | +23.8% | +18.8% |
| 1Y | +24.5% | -18.1% | +42.6% | +31.5% |
| 3Y | +75.4% | +42.1% | +33.4% | +49.2% |
| All | +59.9% | +9.6% | +50.2% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling