+112.0%
VSH vs SONY
-10.8%
+122.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.6% |
| 7D | +4.1% | -1.2% | +5.2% | +4.1% |
| 30D | -4.2% | +9.4% | -13.6% | -5.1% |
| 3M | -50.0% | +10.5% | -60.5% | -50.0% |
| 6M | +80.2% | +11.7% | +68.5% | +76.6% |
| YTD | +121.1% | -4.1% | +125.2% | +131.9% |
| 1Y | +112.0% | -11.8% | +123.8% | +139.1% |
| All | +112.0% | -10.8% | +122.8% | +139.1% |
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