-71.4%
SOUN vs VYM
+21.8%
-93.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.6% | +2.2% |
| 7D | -2.7% | +1.2% | -3.9% | -5.0% |
| 30D | -26.5% | +5.2% | -31.8% | -34.4% |
| 3M | -33.6% | +0.5% | -34.2% | -34.0% |
| 6M | -54.4% | +7.7% | -62.1% | -61.6% |
| YTD | -56.7% | +17.2% | -73.9% | -71.0% |
| 1Y | -71.4% | +21.7% | -93.1% | -83.2% |
| All | -71.4% | +21.8% | -93.2% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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