+156.7%
VGT vs SOUN
-28.0%
+184.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.9% |
| 7D | -1.0% | -6.8% | +5.8% | -0.6% |
| 30D | -0.4% | -15.2% | +14.8% | +0.5% |
| 3M | +6.6% | -7.0% | +13.6% | +6.9% |
| 6M | +31.0% | -20.5% | +51.5% | +32.1% |
| YTD | +27.2% | -37.0% | +64.3% | +29.6% |
| 1Y | +34.5% | -55.3% | +89.8% | +39.0% |
| 3Y | +123.1% | +173.0% | -49.9% | +107.1% |
| All | +156.7% | -28.0% | +184.7% | +135.8% |
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 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