-71.4%
SOUN vs VTR
+22.5%
-93.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.5% | +2.4% | +5.8% |
| 7D | -2.7% | +10.0% | -12.7% | +1.2% |
| 30D | -26.5% | +9.6% | -36.2% | -23.6% |
| 3M | -33.6% | -1.2% | -32.4% | -33.5% |
| 6M | -54.4% | +2.8% | -57.2% | -52.2% |
| YTD | -56.7% | +17.4% | -74.1% | -51.6% |
| 1Y | -71.4% | +22.0% | -93.4% | -66.0% |
| All | -71.4% | +22.5% | -93.9% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling