+202.0%
SON price history and return analytics
+360.7%
-158.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.3% |
| 7D | -2.9% | -0.7% | -2.2% | -2.5% |
| 30D | +4.4% | -1.7% | +6.1% | +5.7% |
| 3M | -13.3% | -2.3% | -10.9% | -11.8% |
| 6M | -0.9% | +1.5% | -2.4% | -2.5% |
| YTD | +18.3% | +12.0% | +6.2% | +7.1% |
| 1Y | +27.0% | +12.9% | +14.1% | +14.2% |
| 3Y | +4.3% | +74.9% | -70.7% | -34.7% |
| 5Y | -2.2% | +59.9% | -62.1% | -34.5% |
| 10Y | +35.3% | +224.6% | -189.3% | -48.5% |
| All | +202.0% | +360.7% | -158.7% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling