-53.5%
SOUN vs VCIT
+16.5%
-70.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -2.8% |
| 7D | -15.1% | -1.4% | -13.7% | -13.0% |
| 30D | -23.0% | +0.6% | -23.5% | -23.5% |
| 3M | -53.3% | -2.2% | -51.1% | -51.5% |
| 6M | -58.6% | -2.3% | -56.2% | -56.8% |
| YTD | -65.0% | -2.2% | -62.8% | -63.4% |
| 1Y | -71.4% | -1.4% | -70.1% | -70.5% |
| 3Y | +75.4% | +18.7% | +56.6% | +53.9% |
| All | -53.5% | +16.5% | -70.0% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling