+130.9%
SOUN vs VT
+69.7%
+61.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -4.2% |
| 7D | -2.6% | -2.3% | -0.3% | +3.8% |
| 30D | -27.0% | -5.0% | -22.0% | -15.0% |
| 3M | -41.9% | -4.9% | -37.1% | -32.5% |
| 6M | -56.1% | -1.5% | -54.6% | -54.2% |
| YTD | -58.8% | +8.5% | -67.3% | -68.2% |
| 1Y | -71.1% | +11.4% | -82.5% | -79.6% |
| 3Y | +130.9% | +70.1% | +60.8% | -59.8% |
| All | +130.9% | +69.7% | +61.2% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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