+75.4%
VEA vs SOUN
+172.2%
-96.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.5% | -7.1% | +5.7% | -1.1% |
| 30D | -0.8% | -15.4% | +14.6% | 0.0% |
| 3M | +2.5% | -10.6% | +13.0% | +2.9% |
| 6M | +11.1% | -19.6% | +30.8% | +11.7% |
| YTD | +17.2% | -37.2% | +54.4% | +18.9% |
| 1Y | +24.5% | -57.1% | +81.6% | +28.2% |
| 3Y | +75.4% | +178.2% | -102.8% | +56.0% |
| All | +75.4% | +172.2% | -96.7% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 3y: compounded portfolio wealth divided by compounded SOUN 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…
3y analysis · Full analysis span regression · 6 months rolling