+948.7%
VTI vs SONY
+96.8%
+851.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -0.4% | -4.9% | +4.6% | +1.2% |
| 30D | -1.6% | -1.6% | 0.0% | -1.2% |
| 3M | +3.6% | +10.0% | -6.4% | 0.0% |
| 6M | +13.0% | +8.4% | +4.6% | +9.2% |
| YTD | +12.7% | -8.4% | +21.1% | +14.7% |
| 1Y | +18.4% | -18.4% | +36.7% | +24.6% |
| 3Y | +76.4% | +41.0% | +35.5% | +52.5% |
| 5Y | +73.7% | +9.3% | +64.4% | +60.8% |
| 10Y | +302.5% | +281.7% | +20.8% | +144.3% |
| All | +948.7% | +96.8% | +851.8% | +501.4% |
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 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