-83.8%
SOAR vs VT
+13.3%
-97.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.0% | +3.6% |
| 7D | -10.4% | -0.7% | -9.7% | -9.9% |
| 30D | -24.0% | -1.7% | -22.3% | -23.5% |
| 3M | +24.4% | -2.3% | +26.7% | +25.3% |
| 6M | +21.3% | +1.5% | +19.8% | +16.4% |
| YTD | -68.9% | +12.0% | -81.0% | -77.1% |
| 1Y | -83.8% | +12.9% | -96.6% | -88.0% |
| All | -83.8% | +13.3% | -97.0% | -88.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling