-99.7%
SONM price history and return analytics
+65.7%
-165.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | -4.6% | -0.1% | -4.5% | -4.5% |
| 30D | -11.1% | -0.7% | -10.4% | -10.5% |
| 3M | -34.8% | +4.0% | -38.8% | -38.1% |
| 6M | -28.4% | +12.3% | -40.7% | -38.7% |
| YTD | -0.6% | +14.0% | -14.7% | -17.3% |
| 1Y | -70.5% | +20.3% | -90.8% | -77.0% |
| 3Y | -96.9% | +75.4% | -172.4% | -98.5% |
| 5Y | -99.7% | +66.0% | -165.7% | -99.8% |
| All | -99.7% | +65.7% | -165.4% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling