+178.2%
SOUN vs VTR
+132.9%
+45.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.4% |
| 7D | -7.1% | -0.3% | -6.8% | -7.1% |
| 30D | -15.4% | +1.1% | -16.5% | -15.3% |
| 3M | -10.6% | +7.9% | -18.5% | -10.1% |
| 6M | -19.6% | +6.2% | -25.8% | -19.0% |
| YTD | -37.2% | +17.7% | -54.9% | -36.7% |
| 1Y | -57.1% | +32.9% | -90.0% | -56.8% |
| 3Y | +178.2% | +129.7% | +48.5% | +176.4% |
| All | +178.2% | +132.9% | +45.3% | +176.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling