+178.2%
SOUN vs VIG
+55.8%
+122.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -2.7% |
| 7D | -7.1% | -1.1% | -6.1% | -3.8% |
| 30D | -15.4% | -2.7% | -12.7% | -7.3% |
| 3M | -10.6% | +2.5% | -13.1% | -17.5% |
| 6M | -19.6% | +9.2% | -28.9% | -39.7% |
| YTD | -37.2% | +9.8% | -47.0% | -53.2% |
| 1Y | -57.1% | +12.4% | -69.5% | -70.1% |
| 3Y | +178.2% | +55.9% | +122.3% | -35.8% |
| All | +178.2% | +55.8% | +122.4% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling