+37.1%
SON price history and return analytics
+217.6%
-180.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +3.1% | -0.1% | +3.2% | +3.1% |
| 30D | +5.0% | -3.1% | +8.1% | +7.7% |
| 3M | -13.0% | -3.5% | -9.5% | -10.6% |
| 6M | -1.5% | +0.5% | -1.9% | -2.3% |
| YTD | +18.7% | +10.8% | +8.0% | +7.6% |
| 1Y | +27.8% | +11.9% | +15.9% | +14.7% |
| 3Y | +4.7% | +73.0% | -68.3% | -37.0% |
| 5Y | -0.9% | +58.6% | -59.5% | -35.8% |
| 10Y | +37.1% | +219.2% | -182.1% | -55.0% |
| All | +37.1% | +217.6% | -180.5% | -55.0% |
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