-99.9%
SOAR vs VT
+72.4%
-172.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | 0.0% | +8.6% | +8.6% |
| 7D | +10.6% | +0.4% | +10.2% | +10.2% |
| 30D | +77.8% | +1.0% | +76.8% | +76.4% |
| 3M | -25.0% | +2.4% | -27.4% | -26.5% |
| 6M | -30.4% | +12.0% | -42.4% | -36.1% |
| YTD | -62.5% | +15.3% | -77.8% | -66.2% |
| 1Y | -82.2% | +22.6% | -104.8% | -84.4% |
| 3Y | -99.9% | +74.7% | -174.6% | -99.9% |
| All | -99.9% | +72.4% | -172.3% | -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