-57.1%
SOUN vs VIG
+13.0%
-70.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -2.5% |
| 7D | -7.1% | -1.1% | -6.1% | -4.0% |
| 30D | -15.4% | -2.7% | -12.7% | -7.8% |
| 3M | -10.6% | +2.5% | -13.1% | -17.1% |
| 6M | -19.6% | +9.2% | -28.9% | -39.7% |
| YTD | -37.2% | +9.8% | -47.0% | -52.8% |
| 1Y | -57.1% | +12.4% | -69.5% | -70.5% |
| All | -57.1% | +13.0% | -70.1% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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