+200.0%
SONY price history and return analytics
+371.8%
-171.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.7% |
| 7D | -5.2% | +1.0% | -6.2% | -6.1% |
| 30D | +0.3% | -0.2% | +0.5% | +0.5% |
| 3M | +6.2% | +4.5% | +1.7% | +1.2% |
| 6M | +9.5% | +14.1% | -4.5% | -4.5% |
| YTD | -8.1% | +14.8% | -22.8% | -20.3% |
| 1Y | -17.9% | +21.2% | -39.1% | -32.6% |
| 3Y | +41.5% | +76.6% | -35.1% | -19.8% |
| 5Y | +11.8% | +66.6% | -54.8% | -32.6% |
| 10Y | +275.4% | +222.3% | +53.1% | +16.2% |
| All | +200.0% | +371.8% | -171.8% | -42.4% |
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 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