-12.4%
SOUN vs VEU
+82.6%
-95.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.8% |
| 7D | -4.1% | +1.7% | -5.8% | -6.9% |
| 30D | -18.1% | +1.0% | -19.1% | -19.5% |
| 3M | -12.3% | +5.6% | -17.9% | -19.7% |
| 6M | -18.6% | +13.7% | -32.3% | -34.6% |
| YTD | -34.1% | +17.7% | -51.8% | -50.1% |
| 1Y | -57.0% | +25.8% | -82.8% | -70.8% |
| 3Y | +185.7% | +77.1% | +108.5% | +31.1% |
| All | -12.4% | +82.6% | -95.0% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling