-58.6%
SOUN vs VSH
-26.5%
-32.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.2% | +1.2% | -2.1% |
| 7D | -15.1% | +14.3% | -29.4% | -17.7% |
| 30D | -23.0% | -7.9% | -15.1% | -21.9% |
| 3M | -53.3% | -19.9% | -33.5% | -51.5% |
| 6M | -58.6% | -30.5% | -28.0% | -56.3% |
| All | -58.6% | -26.5% | -32.1% | -56.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling