+33.2%
SON price history and return analytics
+222.7%
-189.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.4% |
| 7D | -11.6% | -0.1% | -11.5% | -11.5% |
| 30D | -16.4% | -0.7% | -15.7% | -15.9% |
| 3M | -2.1% | +4.0% | -6.1% | -5.6% |
| 6M | -7.6% | +12.3% | -19.9% | -16.8% |
| YTD | +14.2% | +14.0% | +0.1% | +1.2% |
| 1Y | +10.5% | +20.3% | -9.8% | -6.8% |
| 3Y | -0.1% | +75.4% | -75.5% | -40.4% |
| 5Y | -8.2% | +66.0% | -74.1% | -42.8% |
| 10Y | +33.2% | +228.2% | -195.0% | -58.0% |
| All | +33.2% | +222.7% | -189.5% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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