-71.4%
SOUN vs VNQ
+14.0%
-85.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.2% | +1.7% | +3.8% |
| 7D | -2.7% | +6.8% | -9.5% | -4.7% |
| 30D | -26.5% | +10.0% | -36.5% | -28.7% |
| 3M | -33.6% | 0.0% | -33.6% | -33.6% |
| 6M | -54.4% | +4.5% | -58.9% | -56.3% |
| YTD | -56.7% | +13.9% | -70.6% | -63.6% |
| 1Y | -71.4% | +14.1% | -85.5% | -76.2% |
| All | -71.4% | +14.0% | -85.5% | -76.2% |
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