-16.3%
SOUN vs VRSN
+42.7%
-59.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -6.8% | -1.5% | -5.3% | -6.2% |
| 30D | -15.2% | +0.7% | -16.0% | -15.6% |
| 3M | -7.0% | +0.6% | -7.5% | -8.0% |
| 6M | -20.5% | +21.7% | -42.2% | -29.8% |
| YTD | -37.0% | +20.0% | -57.0% | -44.5% |
| 1Y | -55.3% | +3.2% | -58.5% | -56.8% |
| 3Y | +173.0% | +42.4% | +130.7% | +104.4% |
| All | -16.3% | +42.7% | -59.0% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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