-71.4%
SOUN vs VMC
+3.7%
-75.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.6% | +0.3% | +3.1% |
| 7D | -2.7% | +12.3% | -15.0% | -7.1% |
| 30D | -26.5% | +21.2% | -47.8% | -32.1% |
| 3M | -33.6% | +4.6% | -38.3% | -35.3% |
| 6M | -54.4% | +3.9% | -58.2% | -55.7% |
| YTD | -56.7% | +5.0% | -61.6% | -60.2% |
| 1Y | -71.4% | +2.6% | -74.1% | -73.5% |
| All | -71.4% | +3.7% | -75.1% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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