+118.1%
VSH vs SONY
-16.9%
+135.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +6.0% |
| 7D | +4.8% | -2.7% | +7.5% | +5.0% |
| 30D | -0.7% | +1.5% | -2.2% | -1.0% |
| 3M | -43.1% | +13.0% | -56.1% | -44.4% |
| 6M | +91.8% | +11.2% | +80.6% | +86.7% |
| YTD | +131.6% | -6.6% | +138.3% | +145.2% |
| 1Y | +118.1% | -18.1% | +136.2% | +151.2% |
| All | +118.1% | -16.9% | +135.0% | +151.2% |
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