+75.8%
VXUS vs SONY
+41.5%
+34.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.2% | +3.8% | +0.6% |
| 7D | +1.6% | -5.2% | +6.7% | +2.8% |
| 30D | +1.0% | +0.3% | +0.7% | +0.8% |
| 3M | +5.7% | +6.2% | -0.6% | +3.8% |
| 6M | +13.6% | +9.5% | +4.0% | +10.3% |
| YTD | +17.4% | -8.1% | +25.5% | +19.1% |
| 1Y | +25.1% | -17.9% | +43.0% | +30.2% |
| 3Y | +75.8% | +41.5% | +34.3% | +57.9% |
| All | +75.8% | +41.5% | +34.4% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling