-34.9%
VST vs SONY
-6.4%
-28.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.2% | -16.0% | -13.6% |
| 7D | -15.7% | +2.9% | -18.6% | -15.5% |
| 30D | -17.0% | +10.2% | -27.2% | -16.8% |
| 3M | -15.9% | +16.1% | -32.0% | -16.0% |
| 6M | -25.0% | +32.1% | -57.1% | -27.9% |
| YTD | -25.1% | +1.4% | -26.5% | -21.9% |
| 1Y | -34.9% | -7.0% | -27.8% | -31.7% |
| All | -34.9% | -6.4% | -28.5% | -31.7% |
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