-16.5%
SOUN vs VTV
+72.6%
-89.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.9% |
| 7D | -7.1% | -1.1% | -6.0% | -4.8% |
| 30D | -15.4% | -1.0% | -14.4% | -13.4% |
| 3M | -10.6% | +4.6% | -15.2% | -19.1% |
| 6M | -19.6% | +13.5% | -33.1% | -39.5% |
| YTD | -37.2% | +18.5% | -55.7% | -56.7% |
| 1Y | -57.1% | +22.9% | -80.0% | -72.6% |
| 3Y | +178.2% | +67.8% | +110.4% | +7.6% |
| All | -16.5% | +72.6% | -89.2% | -58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling