-13.6%
SOUN vs VO
+55.2%
-68.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | +0.4% |
| 7D | -4.4% | -0.6% | -3.8% | -3.2% |
| 30D | -13.1% | -1.9% | -11.2% | -9.4% |
| 3M | -7.7% | +3.3% | -10.9% | -13.4% |
| 6M | -21.2% | +9.7% | -30.9% | -34.6% |
| YTD | -35.0% | +12.6% | -47.6% | -48.3% |
| 1Y | -56.4% | +13.6% | -70.0% | -65.5% |
| 3Y | +181.7% | +56.8% | +124.9% | +41.6% |
| All | -13.6% | +55.2% | -68.8% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling