+124.8%
VGT vs SOUN
+172.2%
-47.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -0.2% | -7.1% | +7.0% | +0.5% |
| 30D | -0.4% | -15.4% | +15.0% | +1.1% |
| 3M | +4.4% | -10.6% | +15.0% | +5.3% |
| 6M | +32.1% | -19.6% | +51.7% | +33.6% |
| YTD | +28.8% | -37.2% | +66.0% | +32.6% |
| 1Y | +35.3% | -57.1% | +92.4% | +43.1% |
| 3Y | +124.8% | +178.2% | -53.5% | +100.8% |
| All | +124.8% | +172.2% | -47.4% | +100.8% |
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