+144.8%
VXUS vs SONY
+286.8%
-142.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -1.9% | -5.8% | +3.8% | 0.0% |
| 30D | -0.7% | -0.4% | -0.4% | -0.7% |
| 3M | +4.9% | +13.3% | -8.4% | +0.1% |
| 6M | +9.7% | +8.5% | +1.2% | +5.8% |
| YTD | +15.0% | -8.1% | +23.1% | +17.2% |
| 1Y | +22.4% | -17.9% | +40.4% | +29.1% |
| 3Y | +72.2% | +41.4% | +30.8% | +46.8% |
| 5Y | +52.6% | +9.3% | +43.3% | +39.5% |
| All | +144.8% | +286.8% | -142.0% | +53.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling