-71.4%
SOUN vs VTRS
+90.6%
-162.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.5% |
| 7D | -2.7% | +2.4% | -5.1% | -3.2% |
| 30D | -26.5% | +9.1% | -35.6% | -27.9% |
| 3M | -33.6% | +9.4% | -43.0% | -35.3% |
| 6M | -54.4% | +28.3% | -82.7% | -58.0% |
| YTD | -56.7% | +58.0% | -114.7% | -62.5% |
| 1Y | -71.4% | +89.7% | -161.2% | -76.1% |
| All | -71.4% | +90.6% | -162.1% | -76.1% |
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