+1,238.2%
VST vs SONY
+275.6%
+962.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.9% |
| 7D | +9.9% | -5.2% | +15.0% | +11.5% |
| 30D | +7.9% | +0.3% | +7.6% | +7.6% |
| 3M | +3.4% | +6.2% | -2.8% | +0.8% |
| 6M | -4.1% | +9.5% | -13.6% | -7.9% |
| YTD | -5.7% | -8.1% | +2.4% | -4.1% |
| 1Y | -18.9% | -17.9% | -1.0% | -14.7% |
| 3Y | +359.1% | +41.5% | +317.6% | +304.1% |
| 5Y | +766.9% | +11.8% | +755.0% | +698.6% |
| All | +1,238.2% | +275.6% | +962.6% | +748.2% |
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 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