-77.3%
SOUN vs VG
-44.1%
-33.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.7% | -12.7% | -8.4% |
| 7D | -15.5% | +15.1% | -30.6% | -16.8% |
| 30D | -26.2% | -4.2% | -22.0% | -26.1% |
| 3M | -51.4% | -3.1% | -48.3% | -51.5% |
| 6M | -55.3% | +0.3% | -55.7% | -56.1% |
| YTD | -63.9% | +95.5% | -159.4% | -71.6% |
| 1Y | -72.8% | +64.4% | -137.2% | -77.7% |
| All | -77.3% | -44.1% | -33.2% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling