+203.7%
SON price history and return analytics
+346.0%
-142.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.1% | -2.0% |
| 7D | +0.9% | -2.3% | +3.3% | +2.8% |
| 30D | +5.6% | -5.0% | +10.6% | +9.9% |
| 3M | -10.8% | -4.9% | -5.9% | -7.3% |
| 6M | -1.6% | -1.5% | -0.1% | -0.7% |
| YTD | +19.0% | +8.5% | +10.5% | +10.7% |
| 1Y | +30.1% | +11.4% | +18.7% | +18.3% |
| 3Y | +3.4% | +70.1% | -66.6% | -33.7% |
| 5Y | +0.5% | +53.7% | -53.2% | -30.5% |
| 10Y | +42.1% | +220.0% | -177.9% | -45.3% |
| All | +203.7% | +346.0% | -142.3% | -14.9% |
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