-16.5%
SOUN vs VTRS
+93.0%
-109.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.8% |
| 7D | -7.1% | -2.2% | -4.9% | -5.9% |
| 30D | -15.4% | +3.3% | -18.7% | -17.1% |
| 3M | -10.6% | +2.0% | -12.6% | -12.9% |
| 6M | -19.6% | +19.9% | -39.6% | -29.7% |
| YTD | -37.2% | +35.7% | -72.9% | -49.9% |
| 1Y | -57.1% | +68.1% | -125.2% | -70.6% |
| 3Y | +178.2% | +87.1% | +91.1% | +84.8% |
| All | -16.5% | +93.0% | -109.6% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling