-71.4%
SOUN vs VLTO
+18.3%
-89.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.7% |
| 7D | -2.7% | +13.8% | -16.5% | -5.2% |
| 30D | -26.5% | +21.2% | -47.7% | -29.7% |
| 3M | -33.6% | +21.5% | -55.1% | -36.5% |
| 6M | -54.4% | +33.0% | -87.4% | -57.6% |
| YTD | -56.7% | +17.8% | -74.5% | -57.5% |
| 1Y | -71.4% | +18.1% | -89.6% | -72.0% |
| All | -71.4% | +18.3% | -89.8% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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