-10.1%
SOUN vs VOO
+93.8%
-103.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.9% |
| 7D | -5.2% | +0.1% | -5.3% | -5.5% |
| 30D | +4.8% | +0.1% | +4.8% | +4.9% |
| 3M | -15.9% | +2.0% | -17.9% | -18.6% |
| 6M | -17.4% | +13.0% | -30.4% | -35.9% |
| YTD | -32.4% | +13.6% | -46.0% | -47.5% |
| 1Y | -49.3% | +20.1% | -69.4% | -64.7% |
| 3Y | +167.5% | +77.6% | +89.9% | +2.9% |
| All | -10.1% | +93.8% | -103.9% | -58.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling