-52.0%
SOUN vs VO
+57.1%
-109.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.9% | -7.1% | -6.1% |
| 7D | -15.5% | +2.9% | -18.4% | -20.7% |
| 30D | -26.2% | +1.0% | -27.2% | -28.0% |
| 3M | -51.4% | -1.7% | -49.6% | -49.6% |
| 6M | -55.3% | +6.7% | -62.0% | -61.1% |
| YTD | -63.9% | +14.0% | -77.9% | -72.1% |
| 1Y | -72.8% | +13.7% | -86.5% | -78.9% |
| 3Y | +101.1% | +65.8% | +35.3% | -8.2% |
| All | -52.0% | +57.1% | -109.1% | -69.2% |
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