+297.8%
VTI vs SONY
+293.1%
+4.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -0.9% | -2.7% | +1.8% | 0.0% |
| 30D | -1.4% | +1.5% | -3.0% | -2.1% |
| 3M | +3.6% | +13.0% | -9.4% | -1.4% |
| 6M | +13.6% | +11.2% | +2.4% | +8.3% |
| YTD | +12.9% | -6.6% | +19.6% | +14.5% |
| 1Y | +17.2% | -18.1% | +35.3% | +24.3% |
| 3Y | +75.7% | +42.1% | +33.6% | +47.4% |
| 5Y | +75.4% | +11.0% | +64.4% | +58.6% |
| All | +297.8% | +293.1% | +4.7% | +146.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling