-16.5%
SOUN vs VOO
+92.3%
-108.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -2.3% |
| 7D | -7.1% | -0.8% | -6.4% | -5.4% |
| 30D | -15.4% | -1.1% | -14.3% | -13.1% |
| 3M | -10.6% | +3.9% | -14.5% | -17.2% |
| 6M | -19.6% | +13.6% | -33.3% | -38.3% |
| YTD | -37.2% | +12.7% | -49.9% | -50.4% |
| 1Y | -57.1% | +17.6% | -74.6% | -68.7% |
| 3Y | +178.2% | +77.3% | +100.9% | +8.0% |
| All | -16.5% | +92.3% | -108.8% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling