-16.3%
SOUN vs VTRS
+91.5%
-107.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -6.8% | -3.3% | -3.5% | -5.0% |
| 30D | -15.2% | +1.4% | -16.6% | -16.0% |
| 3M | -7.0% | +4.6% | -11.6% | -10.9% |
| 6M | -20.5% | +18.1% | -38.6% | -29.8% |
| YTD | -37.0% | +34.7% | -71.7% | -49.5% |
| 1Y | -55.3% | +65.6% | -120.9% | -69.1% |
| 3Y | +173.0% | +83.8% | +89.3% | +82.6% |
| All | -16.3% | +91.5% | -107.8% | -38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling