+1,216.9%
VST vs SONY
+292.0%
+924.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.0% |
| 7D | +8.9% | -1.2% | +10.1% | +9.3% |
| 30D | +6.2% | +9.4% | -3.2% | +3.2% |
| 3M | -2.7% | +10.5% | -13.2% | -6.3% |
| 6M | -8.4% | +11.7% | -20.0% | -12.4% |
| YTD | -7.2% | -4.1% | -3.1% | -6.8% |
| 1Y | -20.9% | -11.8% | -9.1% | -18.7% |
| 3Y | +384.0% | +45.9% | +338.1% | +322.3% |
| 5Y | +757.1% | +16.3% | +740.8% | +680.8% |
| All | +1,216.9% | +292.0% | +924.9% | +724.5% |
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