-57.4%
SOUN vs VG
-39.3%
-18.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -5.2% | +1.7% | -6.9% | -5.4% |
| 30D | +4.8% | +16.0% | -11.2% | +2.7% |
| 3M | -15.9% | +9.7% | -25.6% | -17.7% |
| 6M | -17.4% | +29.6% | -47.0% | -25.5% |
| YTD | -32.4% | +112.0% | -144.4% | -47.2% |
| 1Y | -49.3% | +12.8% | -62.1% | -53.9% |
| All | -57.4% | -39.3% | -18.1% | -63.3% |
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