+242.1%
SOUN vs VLTO
+27.2%
+214.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +1.4% |
| 7D | -5.2% | -2.3% | -2.9% | -3.3% |
| 30D | +4.8% | -0.9% | +5.7% | +5.7% |
| 3M | -15.9% | +13.8% | -29.7% | -27.1% |
| 6M | -17.4% | +2.0% | -19.4% | -19.8% |
| YTD | -32.4% | -3.2% | -29.2% | -30.9% |
| 1Y | -49.3% | -9.2% | -40.1% | -44.9% |
| All | +242.1% | +27.2% | +214.9% | +145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling