-55.3%
SOUN vs VO
+12.4%
-67.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -0.6% |
| 7D | -6.8% | -2.5% | -4.3% | -0.1% |
| 30D | -15.2% | -3.2% | -12.0% | -7.1% |
| 3M | -7.0% | +3.9% | -10.9% | -16.2% |
| 6M | -20.5% | +9.6% | -30.2% | -39.2% |
| YTD | -37.0% | +11.6% | -48.6% | -53.9% |
| 1Y | -55.3% | +12.6% | -67.9% | -67.0% |
| All | -55.3% | +12.4% | -67.7% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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