-13.6%
SOUN vs VSH
+84.9%
-98.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -4.4% | +3.5% | -8.0% | -6.2% |
| 30D | -13.1% | -4.4% | -8.8% | -11.6% |
| 3M | -7.7% | -45.8% | +38.1% | +21.9% |
| 6M | -21.2% | +90.1% | -111.3% | -53.5% |
| YTD | -35.0% | +120.3% | -155.3% | -65.7% |
| 1Y | -56.4% | +112.2% | -168.6% | -76.3% |
| 3Y | +181.7% | +36.6% | +145.2% | +80.9% |
| All | -13.6% | +84.9% | -98.5% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling