-99.9%
SOAR vs VT
+62.1%
-162.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.2% | +6.8% | +6.9% |
| 7D | -14.3% | -2.3% | -12.0% | -12.8% |
| 30D | -28.1% | -5.0% | -23.1% | -25.8% |
| 3M | +51.5% | -4.9% | +56.4% | +55.6% |
| 6M | -24.2% | -1.5% | -22.7% | -24.3% |
| YTD | -69.2% | +8.5% | -77.7% | -71.2% |
| 1Y | -84.6% | +11.4% | -96.0% | -85.8% |
| 3Y | -99.9% | +70.1% | -170.0% | -99.9% |
| All | -99.9% | +62.1% | -162.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling