-99.9%
SOAR vs VT
+69.7%
-169.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.8% | +6.8% |
| 7D | -14.3% | -2.3% | -12.0% | -11.3% |
| 30D | -28.1% | -5.0% | -23.1% | -23.4% |
| 3M | +51.5% | -4.9% | +56.4% | +59.6% |
| 6M | -24.2% | -1.5% | -22.7% | -25.0% |
| YTD | -69.2% | +8.5% | -77.7% | -74.0% |
| 1Y | -84.6% | +11.4% | -96.0% | -87.4% |
| 3Y | -99.9% | +70.1% | -170.0% | -99.9% |
| All | -99.9% | +69.7% | -169.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling