+6.3%
SOUL vs VT
+31.7%
-25.5%
-1.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | +0.4% | -2.6% | +3.0% | +0.4% |
| 3M | +1.3% | -3.2% | +4.5% | +1.2% |
| 6M | +2.0% | +0.9% | +1.1% | +2.1% |
| YTD | +3.7% | +11.3% | -7.6% | +3.9% |
| 1Y | +3.2% | +14.0% | -10.8% | +3.5% |
| All | +6.3% | +31.7% | -25.5% | +6.4% |
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