-16.3%
SOUN vs VEU
+78.8%
-95.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -0.8% |
| 7D | -6.8% | -1.9% | -4.9% | -3.5% |
| 30D | -15.2% | -0.7% | -14.5% | -14.1% |
| 3M | -7.0% | +4.9% | -11.8% | -13.7% |
| 6M | -20.5% | +9.8% | -30.4% | -32.0% |
| YTD | -37.0% | +15.3% | -52.3% | -50.5% |
| 1Y | -55.3% | +23.0% | -78.3% | -68.4% |
| 3Y | +173.0% | +73.5% | +99.6% | +30.1% |
| All | -16.3% | +78.8% | -95.1% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling