+77.2%
SOUN vs VLTO
+56.4%
+20.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.6% |
| 7D | -15.1% | +1.0% | -16.1% | -15.7% |
| 30D | -23.0% | +17.5% | -40.4% | -32.9% |
| 3M | -53.3% | +21.4% | -74.7% | -60.7% |
| 6M | -58.6% | +38.1% | -96.7% | -69.8% |
| YTD | -65.0% | +19.0% | -84.0% | -70.2% |
| 1Y | -71.4% | +20.7% | -92.1% | -76.2% |
| 3Y | +75.4% | +64.3% | +11.1% | +5.9% |
| All | +77.2% | +56.4% | +20.8% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling