+217.8%
SOUN vs VLTO
+24.3%
+193.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.9% |
| 7D | -7.1% | -2.3% | -4.8% | -5.2% |
| 30D | -15.4% | -2.7% | -12.7% | -13.4% |
| 3M | -10.6% | +14.0% | -24.6% | -22.6% |
| 6M | -19.6% | +3.3% | -22.9% | -23.4% |
| YTD | -37.2% | -5.4% | -31.8% | -34.5% |
| 1Y | -57.1% | -13.3% | -43.8% | -51.0% |
| All | +217.8% | +24.3% | +193.5% | +132.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling