-57.0%
SOUN vs VCIT
+0.1%
-57.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.1% |
| 7D | -4.1% | +0.1% | -4.2% | -4.5% |
| 30D | -18.1% | -0.8% | -17.3% | -15.0% |
| 3M | -12.3% | -0.5% | -11.8% | -10.1% |
| 6M | -18.6% | -1.4% | -17.2% | -15.3% |
| YTD | -34.1% | -0.8% | -33.3% | -32.0% |
| 1Y | -57.0% | +0.3% | -57.3% | -55.6% |
| All | -57.0% | +0.1% | -57.2% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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