-16.5%
SOUN vs VNQ
+4.7%
-21.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.1% |
| 7D | -7.1% | -1.3% | -5.9% | -5.8% |
| 30D | -15.4% | -2.6% | -12.8% | -13.0% |
| 3M | -10.6% | -2.0% | -8.5% | -9.5% |
| 6M | -19.6% | +4.3% | -24.0% | -24.7% |
| YTD | -37.2% | +9.2% | -46.4% | -44.3% |
| 1Y | -57.1% | +5.6% | -62.7% | -60.4% |
| 3Y | +178.2% | +30.8% | +147.4% | +109.3% |
| All | -16.5% | +4.7% | -21.2% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling