-71.5%
SOUN vs VLTO
+19.2%
-90.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.6% |
| 7D | -2.6% | +5.4% | -8.0% | -3.4% |
| 30D | -27.0% | +22.3% | -49.3% | -30.0% |
| 3M | -41.9% | +19.6% | -61.6% | -44.0% |
| 6M | -56.1% | +35.2% | -91.3% | -59.3% |
| YTD | -58.8% | +17.9% | -76.6% | -59.6% |
| All | -71.5% | +19.2% | -90.7% | -72.1% |
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