-45.2%
SOUN vs VCIT
+17.2%
-62.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -27.0% | +1.9% | -28.9% | -29.1% |
| 3M | -41.9% | -1.4% | -40.5% | -40.5% |
| 6M | -56.1% | -2.1% | -54.0% | -54.5% |
| YTD | -58.8% | -1.6% | -57.1% | -57.4% |
| 1Y | -71.1% | -0.9% | -70.2% | -70.4% |
| 3Y | +130.9% | +20.0% | +110.9% | +100.2% |
| All | -45.2% | +17.2% | -62.4% | -45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling