+63.4%
VSH vs SONY
-6.4%
+69.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.2% | -7.3% | -4.8% |
| 7D | -13.6% | +2.9% | -16.5% | -13.3% |
| 30D | -30.4% | +10.2% | -40.6% | -30.0% |
| 3M | -33.3% | +16.1% | -49.4% | -33.1% |
| 6M | -15.1% | +32.1% | -47.2% | -17.5% |
| YTD | +80.2% | +1.4% | +78.9% | +86.8% |
| 1Y | +63.4% | -7.0% | +70.4% | +72.9% |
| All | +63.4% | -6.4% | +69.7% | +72.9% |
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