+90.1%
IVV vs SOUN
-24.7%
+114.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.5% |
| 7D | +0.5% | -4.1% | +4.6% | +0.7% |
| 30D | -1.0% | -18.1% | +17.1% | -0.3% |
| 3M | +3.9% | -12.3% | +16.1% | +4.2% |
| 6M | +14.5% | -18.6% | +33.1% | +14.9% |
| YTD | +12.9% | -34.1% | +47.0% | +13.9% |
| 1Y | +19.4% | -57.0% | +76.4% | +21.9% |
| 3Y | +78.8% | +185.7% | -106.8% | +69.0% |
| All | +90.1% | -24.7% | +114.8% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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