+296.7%
VST vs SONY
+63.5%
+233.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.7% | -1.4% |
| 7D | +6.6% | +0.3% | +6.3% | +6.5% |
| 30D | -12.4% | +11.1% | -23.5% | -15.0% |
| 3M | -9.0% | +14.7% | -23.7% | -12.7% |
| 6M | -6.4% | +18.8% | -25.2% | -11.5% |
| YTD | -17.2% | +5.7% | -22.9% | -18.3% |
| 1Y | -22.0% | -8.1% | -14.0% | -18.8% |
| 3Y | +296.7% | +64.0% | +232.7% | +277.4% |
| All | +296.7% | +63.5% | +233.1% | +277.4% |
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