-16.3%
SOUN vs VNQ
+3.9%
-20.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.2% |
| 7D | -6.8% | -2.6% | -4.2% | -4.1% |
| 30D | -15.2% | -2.3% | -12.9% | -13.1% |
| 3M | -7.0% | -2.8% | -4.2% | -5.0% |
| 6M | -20.5% | +2.5% | -23.0% | -24.0% |
| YTD | -37.0% | +8.4% | -45.5% | -43.7% |
| 1Y | -55.3% | +6.8% | -62.1% | -59.4% |
| 3Y | +173.0% | +29.9% | +143.1% | +107.0% |
| All | -16.3% | +3.9% | -20.2% | -0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling