-13.6%
SOUN vs VSXY
+58.8%
-72.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.2% |
| 7D | -4.4% | -10.7% | +6.3% | -1.2% |
| 30D | -13.1% | -24.3% | +11.1% | -5.3% |
| 3M | -7.7% | +1.0% | -8.7% | -8.9% |
| 6M | -21.2% | +57.4% | -78.5% | -37.7% |
| YTD | -35.0% | +39.8% | -74.8% | -46.8% |
| 1Y | -56.4% | +196.5% | -252.8% | -74.4% |
| 3Y | +181.7% | +357.2% | -175.5% | +22.2% |
| All | -13.6% | +58.8% | -72.4% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling