-71.4%
SOUN vs VTV
+28.2%
-99.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +2.2% |
| 7D | -2.7% | +1.8% | -4.5% | -5.7% |
| 30D | -26.5% | +6.0% | -32.5% | -34.0% |
| 3M | -33.6% | +3.7% | -37.3% | -37.8% |
| 6M | -54.4% | +13.9% | -68.3% | -64.7% |
| YTD | -56.7% | +22.8% | -79.4% | -71.6% |
| 1Y | -71.4% | +27.9% | -99.3% | -83.0% |
| All | -71.4% | +28.2% | -99.7% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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