-49.3%
SOUN vs VTRS
+66.3%
-115.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -5.2% | +3.3% | -8.5% | -6.0% |
| 30D | +4.8% | -3.6% | +8.5% | +5.3% |
| 3M | -15.9% | +7.0% | -22.8% | -18.5% |
| 6M | -17.4% | +17.5% | -34.9% | -24.3% |
| YTD | -32.4% | +38.8% | -71.2% | -40.5% |
| 1Y | -49.3% | +69.2% | -118.5% | -57.1% |
| All | -49.3% | +66.3% | -115.6% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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