-50.0%
VTRS vs SONY
+293.1%
-343.0%
-82.0%
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 | -2.2% | -2.7% | +0.5% | -1.4% |
| 30D | +3.3% | +1.5% | +1.8% | +2.7% |
| 3M | +2.0% | +13.0% | -11.0% | -2.2% |
| 6M | +19.9% | +11.2% | +8.7% | +15.0% |
| YTD | +35.7% | -6.6% | +42.4% | +37.2% |
| 1Y | +68.1% | -18.1% | +86.2% | +76.8% |
| 3Y | +87.1% | +42.1% | +45.0% | +60.6% |
| 5Y | +47.6% | +11.0% | +36.6% | +34.8% |
| All | -50.0% | +293.1% | -343.0% | -65.2% |
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