-13.6%
SOUN vs VTV
+72.6%
-86.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -0.7% |
| 7D | -4.4% | -0.7% | -3.8% | -3.0% |
| 30D | -13.1% | -0.5% | -12.6% | -12.2% |
| 3M | -7.7% | +5.3% | -13.0% | -17.6% |
| 6M | -21.2% | +12.9% | -34.0% | -39.9% |
| YTD | -35.0% | +18.5% | -53.5% | -55.2% |
| 1Y | -56.4% | +25.3% | -81.6% | -73.3% |
| 3Y | +181.7% | +68.2% | +113.5% | +8.7% |
| All | -13.6% | +72.6% | -86.2% | -57.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling