+11.9%
VT vs SONY
-11.5%
+23.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -0.7% |
| 7D | +2.9% | -3.2% | +6.1% | +3.3% |
| 30D | -2.5% | +9.6% | -12.1% | -3.8% |
| 3M | -3.3% | +13.3% | -16.6% | -5.2% |
| 6M | +1.5% | +20.3% | -18.8% | -1.5% |
| YTD | +11.4% | +4.1% | +7.2% | +11.3% |
| 1Y | +11.9% | -11.9% | +23.8% | +17.8% |
| All | +11.9% | -11.5% | +23.4% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling