-71.4%
SOUN vs VICR
+76.0%
-147.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -11.1% | +16.0% | +6.9% |
| 7D | -2.7% | -26.6% | +23.9% | +2.9% |
| 30D | -26.5% | -47.9% | +21.4% | -17.4% |
| 3M | -33.6% | -29.8% | -3.9% | -31.1% |
| 6M | -54.4% | -36.6% | -17.8% | -54.8% |
| YTD | -56.7% | +45.1% | -101.8% | -74.8% |
| 1Y | -71.4% | +80.0% | -151.5% | -86.3% |
| All | -71.4% | +76.0% | -147.4% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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