+188.0%
SOUN vs VO
+56.0%
+132.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | +1.1% |
| 7D | -4.4% | -0.6% | -3.8% | -2.8% |
| 30D | -13.1% | -1.9% | -11.2% | -7.9% |
| 3M | -7.7% | +3.3% | -10.9% | -15.9% |
| 6M | -21.2% | +9.7% | -30.9% | -40.1% |
| YTD | -35.0% | +12.6% | -47.6% | -53.8% |
| 1Y | -56.4% | +13.6% | -70.0% | -69.5% |
| All | +188.0% | +56.0% | +132.0% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling