-53.5%
SOUN vs VT
+79.6%
-133.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.4% |
| 7D | -15.1% | +2.4% | -17.4% | -19.7% |
| 30D | -23.0% | -1.5% | -21.5% | -20.6% |
| 3M | -53.3% | -4.1% | -49.2% | -48.7% |
| 6M | -58.6% | +0.6% | -59.1% | -58.7% |
| YTD | -65.0% | +11.0% | -76.0% | -71.7% |
| 1Y | -71.4% | +13.3% | -84.8% | -78.0% |
| 3Y | +75.4% | +73.4% | +2.0% | -28.9% |
| All | -53.5% | +79.6% | -133.1% | -75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling