-57.1%
SOUN vs VSH
+119.5%
-176.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.5% | -2.6% |
| 7D | -7.1% | +4.8% | -11.9% | -8.8% |
| 30D | -15.4% | -0.7% | -14.7% | -15.6% |
| 3M | -10.6% | -43.1% | +32.5% | +7.3% |
| 6M | -19.6% | +91.8% | -111.4% | -52.4% |
| YTD | -37.2% | +131.6% | -168.8% | -69.0% |
| 1Y | -57.1% | +118.1% | -175.1% | -77.1% |
| All | -57.1% | +119.5% | -176.6% | -77.1% |
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