-49.3%
SOUN vs VNQ
+9.6%
-58.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | -5.2% | -1.3% | -3.9% | -4.7% |
| 30D | +4.8% | -2.9% | +7.8% | +6.0% |
| 3M | -15.9% | +0.8% | -16.7% | -17.6% |
| 6M | -17.4% | +2.5% | -19.9% | -23.1% |
| YTD | -32.4% | +10.6% | -43.0% | -41.3% |
| 1Y | -49.3% | +9.1% | -58.4% | -56.4% |
| All | -49.3% | +9.6% | -58.8% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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