-71.9%
SOUN vs VLTO
+20.2%
-92.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | -1.0% | +2.0% | -3.0% | -1.3% |
| 30D | -24.9% | +21.8% | -46.7% | -27.8% |
| 3M | -49.5% | +20.2% | -69.7% | -51.4% |
| 6M | -54.4% | +36.3% | -90.7% | -57.9% |
| YTD | -59.4% | +18.8% | -78.2% | -60.2% |
| All | -71.9% | +20.2% | -92.1% | -72.5% |
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