+174.0%
SOUN vs VCIT
+19.1%
+154.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.2% | -0.3% | -4.9% | -4.1% |
| 30D | +4.8% | -0.8% | +5.6% | +7.6% |
| 3M | -15.9% | -1.0% | -14.8% | -12.7% |
| 6M | -17.4% | -1.8% | -15.6% | -11.7% |
| YTD | -32.4% | -0.7% | -31.7% | -30.0% |
| 1Y | -49.3% | +1.0% | -50.3% | -49.9% |
| All | +174.0% | +19.1% | +154.9% | +74.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling