+13.8%
VRT vs SOUN
-73.4%
+87.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.9% | -17.7% | -14.1% |
| 7D | -15.4% | -2.7% | -12.7% | -14.9% |
| 30D | -19.0% | -26.5% | +7.6% | -12.4% |
| 3M | -23.8% | -33.6% | +9.8% | -16.5% |
| 6M | -37.9% | -54.4% | +16.5% | -25.7% |
| YTD | +27.0% | -56.7% | +83.6% | +53.5% |
| 1Y | +13.8% | -71.4% | +85.2% | +77.2% |
| All | +13.8% | -73.4% | +87.2% | +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 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