-10.1%
SOUN vs VT
+86.6%
-96.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.2% | +0.4% | -5.7% | -6.2% |
| 30D | +4.8% | +1.0% | +3.8% | +2.8% |
| 3M | -15.9% | +2.4% | -18.2% | -19.2% |
| 6M | -17.4% | +12.0% | -29.4% | -35.1% |
| YTD | -32.4% | +15.3% | -47.7% | -49.8% |
| 1Y | -49.3% | +22.6% | -71.9% | -66.7% |
| 3Y | +167.5% | +74.7% | +92.8% | +4.3% |
| All | -10.1% | +86.6% | -96.7% | -56.4% |
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 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