-10.1%
SOUN vs VIG
+66.8%
-76.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +1.1% |
| 7D | -5.2% | -0.4% | -4.8% | -4.3% |
| 30D | +4.8% | -1.0% | +5.8% | +7.3% |
| 3M | -15.9% | +2.8% | -18.6% | -20.5% |
| 6M | -17.4% | +8.2% | -25.6% | -30.4% |
| YTD | -32.4% | +11.0% | -43.4% | -45.7% |
| 1Y | -49.3% | +16.1% | -65.4% | -62.8% |
| 3Y | +167.5% | +56.2% | +111.3% | +28.1% |
| All | -10.1% | +66.8% | -76.9% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling