-56.1%
SOUN vs VCIT
-2.1%
-54.0%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.1% |
| 7D | -2.6% | +0.1% | -2.7% | -2.9% |
| 30D | -27.0% | +1.9% | -28.9% | -31.5% |
| 3M | -41.9% | -1.4% | -40.5% | -37.6% |
| 6M | -56.1% | -2.1% | -54.0% | -52.4% |
| All | -56.1% | -2.1% | -54.0% | -52.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling