+715.9%
VTV vs SONY
+252.5%
+463.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | -1.1% | -2.7% | +1.6% | -0.3% |
| 30D | -1.0% | +1.5% | -2.6% | -1.6% |
| 3M | +4.6% | +13.0% | -8.4% | +0.3% |
| 6M | +13.5% | +11.2% | +2.3% | +8.9% |
| YTD | +18.5% | -6.6% | +25.1% | +19.8% |
| 1Y | +22.9% | -18.1% | +41.0% | +28.9% |
| 3Y | +67.8% | +42.1% | +25.8% | +44.8% |
| 5Y | +81.8% | +11.0% | +70.8% | +66.1% |
| 10Y | +233.0% | +289.2% | -56.2% | +95.8% |
| All | +715.9% | +252.5% | +463.5% | +306.7% |
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