+178.2%
SOUN vs VRSK
-26.5%
+204.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -7.1% | -5.2% | -2.0% | -6.6% |
| 30D | -15.4% | -2.3% | -13.1% | -15.2% |
| 3M | -10.6% | -2.9% | -7.6% | -10.8% |
| 6M | -19.6% | -12.8% | -6.8% | -18.9% |
| YTD | -37.2% | -20.8% | -16.4% | -36.1% |
| 1Y | -57.1% | -33.2% | -23.8% | -54.3% |
| 3Y | +178.2% | -26.6% | +204.8% | +138.5% |
| All | +178.2% | -26.5% | +204.7% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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