+73.9%
VT vs SONY
+61.0%
+12.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -0.7% |
| 7D | +2.9% | -3.2% | +6.1% | +3.6% |
| 30D | -2.5% | +9.6% | -12.1% | -4.7% |
| 3M | -3.3% | +13.3% | -16.6% | -6.3% |
| 6M | +1.5% | +20.3% | -18.8% | -3.3% |
| YTD | +11.4% | +4.1% | +7.2% | +9.7% |
| 1Y | +11.9% | -11.9% | +23.8% | +15.2% |
| All | +73.9% | +61.0% | +12.9% | +54.4% |
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