+231.9%
VLO vs SOUN
+95.0%
+136.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.4% |
| 7D | +9.6% | -15.1% | +24.7% | +10.1% |
| 30D | -17.4% | -23.0% | +5.6% | -16.9% |
| 3M | +10.8% | -53.3% | +64.1% | +13.0% |
| 6M | +56.9% | -58.6% | +115.5% | +60.4% |
| YTD | +136.8% | -65.0% | +201.8% | +142.6% |
| 1Y | +120.7% | -71.4% | +192.1% | +127.8% |
| 3Y | +231.9% | +75.4% | +156.5% | +206.0% |
| All | +231.9% | +95.0% | +136.9% | +206.0% |
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