+146.2%
VXUS vs SONY
+373.2%
-227.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.5% |
| 7D | +2.1% | +0.3% | +1.9% | +2.0% |
| 30D | -1.1% | +11.1% | -12.2% | -4.7% |
| 3M | -5.6% | +14.7% | -20.3% | -10.1% |
| 6M | -2.3% | +18.8% | -21.0% | -8.4% |
| YTD | +10.4% | +5.7% | +4.6% | +7.1% |
| 1Y | +13.1% | -8.1% | +21.1% | +14.9% |
| 3Y | +68.0% | +64.0% | +4.0% | +36.3% |
| 5Y | +45.8% | +12.6% | +33.2% | +32.3% |
| All | +146.2% | +373.2% | -227.0% | +45.0% |
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