+83.7%
VEA vs SOUN
-25.7%
+109.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.8% |
| 7D | +0.3% | -4.4% | +4.7% | +0.4% |
| 30D | +0.4% | -13.1% | +13.6% | +0.8% |
| 3M | +4.8% | -7.7% | +12.5% | +4.9% |
| 6M | +11.3% | -21.2% | +32.4% | +11.6% |
| YTD | +17.4% | -35.0% | +52.4% | +18.2% |
| 1Y | +26.2% | -56.4% | +82.6% | +28.1% |
| 3Y | +77.7% | +181.7% | -104.0% | +71.5% |
| All | +83.7% | -25.7% | +109.4% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling