-49.3%
SOUN vs ITOT
+20.8%
-70.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +1.0% |
| 7D | -5.2% | +0.1% | -5.3% | -5.6% |
| 30D | +4.8% | 0.0% | +4.8% | +5.1% |
| 3M | -15.9% | +2.0% | -17.8% | -19.6% |
| 6M | -17.4% | +13.0% | -30.4% | -43.0% |
| YTD | -32.4% | +14.0% | -46.4% | -54.1% |
| 1Y | -49.3% | +19.9% | -69.2% | -68.7% |
| All | -49.3% | +20.8% | -70.1% | -68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling