+1,465.5%
VTR vs SONY
+282.7%
+1,182.8%
-86.9%
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 | -2.9% | -4.9% | +2.0% | -1.6% |
| 30D | -2.8% | -1.6% | -1.2% | -2.4% |
| 3M | +9.0% | +10.0% | -1.0% | +6.0% |
| 6M | +5.0% | +8.4% | -3.5% | +2.0% |
| YTD | +16.9% | -8.4% | +25.4% | +18.6% |
| 1Y | +34.3% | -18.4% | +52.7% | +40.0% |
| 3Y | +131.6% | +41.0% | +90.6% | +104.1% |
| 5Y | +88.0% | +9.3% | +78.7% | +75.0% |
| 10Y | +97.8% | +281.7% | -183.9% | +28.5% |
| All | +1,465.5% | +282.7% | +1,182.8% | +824.6% |
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