+192.7%
VSH vs SONY
+293.1%
-100.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.3% |
| 7D | +4.8% | -2.7% | +7.5% | +6.2% |
| 30D | -0.7% | +1.5% | -2.2% | -1.7% |
| 3M | -43.1% | +13.0% | -56.1% | -47.7% |
| 6M | +91.8% | +11.2% | +80.6% | +77.5% |
| YTD | +131.6% | -6.6% | +138.3% | +134.5% |
| 1Y | +118.1% | -18.1% | +136.2% | +136.6% |
| 3Y | +40.9% | +42.1% | -1.2% | +11.3% |
| 5Y | +75.8% | +11.0% | +64.7% | +55.1% |
| All | +192.7% | +293.1% | -100.3% | +47.3% |
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