+1,205.2%
VST vs SONY
+376.6%
+828.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | -0.5% | +6.1% | -6.6% | -2.5% |
| 30D | -17.1% | +12.2% | -29.3% | -20.3% |
| 3M | -4.6% | +15.3% | -19.9% | -9.3% |
| 6M | -9.1% | +34.3% | -43.4% | -18.4% |
| YTD | -16.6% | +5.7% | -22.3% | -19.2% |
| 1Y | -29.5% | -2.3% | -27.1% | -30.0% |
| 3Y | +297.5% | +67.1% | +230.4% | +230.6% |
| 5Y | +654.5% | +13.0% | +641.5% | +591.7% |
| 10Y | +1,205.2% | +372.1% | +833.2% | +727.0% |
| All | +1,205.2% | +376.6% | +828.6% | +727.0% |
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