-99.9%
SOAR vs VT
+66.0%
-165.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -11.0% | +2.4% | -13.3% | -12.0% |
| 30D | -26.6% | -1.5% | -25.1% | -25.6% |
| 3M | +6.3% | -4.1% | +10.4% | +8.9% |
| 6M | +11.0% | +0.6% | +10.5% | +9.7% |
| YTD | -72.6% | +11.0% | -83.6% | -74.7% |
| 1Y | -85.9% | +13.3% | -99.2% | -87.1% |
| 3Y | -99.9% | +73.4% | -173.3% | -99.9% |
| All | -99.9% | +66.0% | -165.9% | -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