+178.2%
SOUN vs VEU
+73.8%
+104.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -3.0% |
| 7D | -7.1% | -1.4% | -5.7% | -3.6% |
| 30D | -15.4% | -0.4% | -15.0% | -14.5% |
| 3M | -10.6% | +2.5% | -13.1% | -15.6% |
| 6M | -19.6% | +11.1% | -30.8% | -39.9% |
| YTD | -37.2% | +16.5% | -53.7% | -59.5% |
| 1Y | -57.1% | +22.9% | -80.0% | -76.3% |
| 3Y | +178.2% | +73.4% | +104.8% | -46.4% |
| All | +178.2% | +73.8% | +104.5% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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