+148.0%
VXUS vs SONY
+285.5%
-137.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +0.3% | -4.9% | +5.2% | +1.9% |
| 30D | +0.7% | -1.6% | +2.3% | +1.1% |
| 3M | +4.8% | +10.0% | -5.2% | +0.9% |
| 6M | +11.3% | +8.4% | +2.9% | +7.5% |
| YTD | +16.5% | -8.4% | +24.9% | +18.9% |
| 1Y | +24.3% | -18.4% | +42.6% | +31.3% |
| 3Y | +74.5% | +41.0% | +33.5% | +48.9% |
| 5Y | +54.3% | +9.3% | +45.1% | +41.1% |
| All | +148.0% | +285.5% | -137.5% | +55.3% |
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