+265.7%
VLO vs SOUN
-22.7%
+288.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +5.2% | -5.2% | +10.4% | +5.3% |
| 30D | +22.6% | +4.8% | +17.8% | +22.4% |
| 3M | +43.8% | -15.9% | +59.6% | +44.1% |
| 6M | +65.7% | -17.4% | +83.1% | +65.8% |
| YTD | +131.1% | -32.4% | +163.5% | +132.1% |
| 1Y | +143.6% | -49.3% | +192.9% | +146.1% |
| 3Y | +201.4% | +167.5% | +33.9% | +187.3% |
| All | +265.7% | -22.7% | +288.4% | +251.0% |
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 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