+178.2%
SOUN vs ITOT
+75.8%
+102.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -2.9% |
| 7D | -7.1% | -0.9% | -6.2% | -4.5% |
| 30D | -15.4% | -1.5% | -14.0% | -11.4% |
| 3M | -10.6% | +3.6% | -14.1% | -18.8% |
| 6M | -19.6% | +13.7% | -33.3% | -44.4% |
| YTD | -37.2% | +12.9% | -50.1% | -55.0% |
| 1Y | -57.1% | +17.2% | -74.2% | -72.1% |
| 3Y | +178.2% | +75.6% | +102.6% | -43.1% |
| All | +178.2% | +75.8% | +102.5% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling