-49.3%
SOUN vs VG
+14.1%
-63.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -5.2% | +1.7% | -6.9% | -5.1% |
| 30D | +4.8% | +16.0% | -11.2% | +5.4% |
| 3M | -15.9% | +9.7% | -25.6% | -15.4% |
| 6M | -17.4% | +29.6% | -47.0% | -21.2% |
| YTD | -32.4% | +112.0% | -144.4% | -41.9% |
| 1Y | -49.3% | +12.8% | -62.1% | -50.6% |
| All | -49.3% | +14.1% | -63.4% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling