-24.1%
SONO price history and return analytics
+152.7%
-176.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.5% | +2.3% |
| 7D | -1.6% | -1.1% | -0.5% | -0.2% |
| 30D | -4.0% | -1.0% | -3.0% | -2.8% |
| 3M | -2.1% | +3.2% | -5.2% | -6.6% |
| 6M | +6.9% | +12.5% | -5.6% | -8.4% |
| YTD | -13.9% | +14.1% | -28.0% | -27.6% |
| 1Y | -0.2% | +18.9% | -19.1% | -20.0% |
| 3Y | +13.7% | +74.1% | -60.4% | -40.9% |
| 5Y | -59.1% | +66.9% | -126.0% | -77.2% |
| All | -24.1% | +152.7% | -176.8% | -74.4% |
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