+1,002.6%
VST vs SONY
+330.9%
+671.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.0% | +12.5% | +11.1% |
| 7D | -9.8% | +6.7% | -16.5% | -11.8% |
| 30D | -25.1% | +14.8% | -39.9% | -28.5% |
| 3M | -11.6% | +16.9% | -28.5% | -16.2% |
| 6M | -20.9% | +30.2% | -51.2% | -28.3% |
| YTD | -22.3% | +5.5% | -27.8% | -24.6% |
| 1Y | -32.0% | -4.6% | -27.4% | -32.0% |
| 3Y | +262.4% | +57.2% | +205.2% | +207.7% |
| 5Y | +563.4% | +12.1% | +551.3% | +510.1% |
| 10Y | +1,120.7% | +361.6% | +759.1% | +676.5% |
| All | +1,002.6% | +330.9% | +671.6% | +567.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling