-71.4%
SOUN vs VG
+47.2%
-118.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.7% | +12.5% | +4.2% |
| 7D | -2.7% | -16.4% | +13.7% | -4.0% |
| 30D | -26.5% | -10.8% | -15.7% | -27.0% |
| 3M | -33.6% | -6.3% | -27.3% | -33.7% |
| 6M | -54.4% | -12.5% | -41.9% | -54.2% |
| YTD | -56.7% | +76.9% | -133.6% | -63.6% |
| 1Y | -71.4% | +51.8% | -123.2% | -75.1% |
| All | -71.4% | +47.2% | -118.6% | -75.1% |
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