-57.0%
SOUN vs VLTO
-9.1%
-47.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.3% |
| 7D | -4.1% | -1.6% | -2.5% | -3.7% |
| 30D | -18.1% | -2.9% | -15.2% | -17.5% |
| 3M | -12.3% | +12.7% | -25.0% | -16.0% |
| 6M | -18.6% | +1.6% | -20.2% | -17.9% |
| YTD | -34.1% | -4.0% | -30.1% | -33.0% |
| 1Y | -57.0% | -10.2% | -46.9% | -54.2% |
| All | -57.0% | -9.1% | -47.9% | -54.2% |
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