+178.2%
SOUN vs VSXY
+352.7%
-174.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.2% |
| 7D | -7.1% | +0.1% | -7.2% | -7.2% |
| 30D | -15.4% | -18.7% | +3.3% | -10.7% |
| 3M | -10.6% | -4.0% | -6.6% | -10.2% |
| 6M | -19.6% | +67.5% | -87.1% | -35.7% |
| YTD | -37.2% | +39.7% | -76.9% | -46.8% |
| 1Y | -57.1% | +180.0% | -237.0% | -72.5% |
| 3Y | +178.2% | +337.3% | -159.1% | +52.3% |
| All | +178.2% | +352.7% | -174.5% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling