+361.1%
VST vs SONY
+46.4%
+314.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.0% |
| 7D | +8.9% | -1.2% | +10.1% | +9.2% |
| 30D | +6.2% | +9.4% | -3.2% | +3.4% |
| 3M | -2.7% | +10.5% | -13.2% | -5.9% |
| 6M | -8.4% | +11.7% | -20.0% | -12.2% |
| YTD | -7.2% | -4.1% | -3.1% | -5.8% |
| 1Y | -20.9% | -11.8% | -9.1% | -17.5% |
| All | +361.1% | +46.4% | +314.7% | +324.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling