-43.2%
SOUN vs VT
+75.1%
-118.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +8.0% |
| 7D | -2.3% | -4.2% | +1.9% | +7.4% |
| 30D | -25.5% | -5.8% | -19.7% | -14.6% |
| 3M | -33.7% | -5.2% | -28.5% | -24.9% |
| 6M | -53.4% | +0.1% | -53.5% | -53.2% |
| YTD | -57.3% | +8.2% | -65.5% | -63.3% |
| 1Y | -72.9% | +10.1% | -83.0% | -77.6% |
| 3Y | +131.5% | +69.7% | +61.9% | -0.7% |
| All | -43.2% | +75.1% | -118.3% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling