-96.3%
SOUX vs VT
+12.2%
-108.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.6% | -15.3% | -13.1% |
| 7D | -29.4% | +2.9% | -32.3% | -38.7% |
| 30D | -49.4% | -2.5% | -46.9% | -42.7% |
| 3M | -80.1% | -3.3% | -76.7% | -76.4% |
| 6M | -86.4% | +1.5% | -88.0% | -86.7% |
| YTD | -93.8% | +11.4% | -105.2% | -96.1% |
| All | -96.3% | +12.2% | -108.5% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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