+94.5%
SOUN vs VT
+73.6%
+20.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -4.0% | -3.0% |
| 7D | -6.1% | -0.1% | -5.9% | -6.9% |
| 30D | -28.2% | -3.1% | -25.1% | -21.6% |
| 3M | -48.1% | -3.5% | -44.6% | -42.7% |
| 6M | -56.4% | +0.5% | -56.9% | -57.3% |
| YTD | -61.2% | +10.8% | -72.0% | -72.1% |
| 1Y | -73.1% | +11.9% | -85.0% | -81.3% |
| All | +94.5% | +73.6% | +20.9% | -69.8% |
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