-71.4%
SOUN vs VSH
+62.1%
-133.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.1% | +9.9% | +6.4% |
| 7D | -2.7% | -13.6% | +10.9% | +1.4% |
| 30D | -26.5% | -30.4% | +3.8% | -18.5% |
| 3M | -33.6% | -33.3% | -0.4% | -26.3% |
| 6M | -54.4% | -15.1% | -39.3% | -56.9% |
| YTD | -56.7% | +80.2% | -136.9% | -74.0% |
| 1Y | -71.4% | +63.4% | -134.8% | -81.7% |
| All | -71.4% | +62.1% | -133.5% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling