-47.9%
SOUN vs VT
+81.2%
-129.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -1.6% |
| 7D | -9.5% | -0.7% | -8.8% | -8.7% |
| 30D | -21.3% | -1.7% | -19.6% | -18.4% |
| 3M | -47.2% | -2.3% | -44.9% | -44.5% |
| 6M | -53.7% | +1.5% | -55.2% | -54.9% |
| YTD | -60.8% | +12.0% | -72.8% | -69.0% |
| 1Y | -70.9% | +12.9% | -83.8% | -77.3% |
| 3Y | +118.4% | +74.9% | +43.5% | -13.3% |
| All | -47.9% | +81.2% | -129.1% | -73.1% |
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