+88.3%
VOO vs SOUN
-28.0%
+116.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | -2.0% | -6.8% | +4.8% | -1.7% |
| 30D | -1.7% | -15.2% | +13.6% | -1.1% |
| 3M | +4.7% | -7.0% | +11.7% | +4.9% |
| 6M | +12.6% | -20.5% | +33.1% | +13.0% |
| YTD | +11.8% | -37.0% | +48.8% | +12.9% |
| 1Y | +17.5% | -55.3% | +72.8% | +19.9% |
| 3Y | +77.0% | +173.0% | -96.1% | +67.5% |
| All | +88.3% | -28.0% | +116.2% | +77.2% |
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