+120.6%
VLO vs SOUN
-73.4%
+194.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.9% | -10.6% | -5.5% |
| 7D | -6.0% | -2.7% | -3.3% | -6.1% |
| 30D | -12.9% | -26.5% | +13.7% | -13.9% |
| 3M | +18.3% | -33.6% | +52.0% | +16.3% |
| 6M | +46.4% | -54.4% | +100.8% | +41.7% |
| YTD | +127.7% | -56.7% | +184.4% | +125.0% |
| 1Y | +120.6% | -71.4% | +192.1% | +117.8% |
| All | +120.6% | -73.4% | +194.0% | +117.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling