-71.9%
SOUN vs VG
+32.8%
-104.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -1.3% |
| 7D | -1.0% | -8.3% | +7.3% | -1.7% |
| 30D | -24.9% | -10.3% | -14.5% | -25.3% |
| 3M | -49.5% | -10.8% | -38.7% | -49.7% |
| 6M | -54.4% | +3.5% | -57.9% | -53.9% |
| YTD | -59.4% | +74.0% | -133.3% | -66.0% |
| All | -71.9% | +32.8% | -104.7% | -74.8% |
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