-16.3%
SOUN vs VTEB
+9.9%
-26.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -1.5% |
| 7D | -6.8% | -1.2% | -5.6% | -4.2% |
| 30D | -15.2% | -2.9% | -12.4% | -9.5% |
| 3M | -7.0% | -3.2% | -3.8% | +0.1% |
| 6M | -20.5% | -2.6% | -17.9% | -15.1% |
| YTD | -37.0% | -1.8% | -35.2% | -33.7% |
| 1Y | -55.3% | +0.2% | -55.5% | -54.7% |
| 3Y | +173.0% | +8.2% | +164.8% | +146.9% |
| All | -16.3% | +9.9% | -26.1% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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