-67.8%
SOHU vs VT
+229.8%
-297.6%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.4% |
| 7D | -0.5% | -1.1% | +0.6% | +0.7% |
| 30D | -3.3% | -1.0% | -2.3% | -2.4% |
| 3M | +0.1% | +3.2% | -3.1% | -3.7% |
| 6M | -14.5% | +12.5% | -27.0% | -25.4% |
| YTD | -12.5% | +14.1% | -26.6% | -24.8% |
| 1Y | -14.5% | +18.9% | -33.4% | -29.8% |
| 3Y | +39.3% | +74.1% | -34.8% | -27.5% |
| 5Y | -40.1% | +66.9% | -106.9% | -67.2% |
| All | -67.8% | +229.8% | -297.6% | -91.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling