+283.7%
VLO vs SOUN
-25.7%
+309.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.6% |
| 7D | +6.2% | -4.4% | +10.7% | +6.3% |
| 30D | +23.5% | -13.1% | +36.6% | +23.8% |
| 3M | +53.9% | -7.7% | +61.5% | +53.9% |
| 6M | +81.7% | -21.2% | +102.8% | +81.9% |
| YTD | +142.5% | -35.0% | +177.5% | +143.7% |
| 1Y | +145.4% | -56.4% | +201.8% | +148.8% |
| 3Y | +197.3% | +181.7% | +15.6% | +183.4% |
| All | +283.7% | -25.7% | +309.4% | +268.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling