+1,853.1%
VRT vs SOUN
-28.0%
+1,881.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -5.3% |
| 7D | -7.7% | -6.8% | -0.9% | -7.0% |
| 30D | -12.0% | -15.2% | +3.3% | -10.5% |
| 3M | -11.7% | -7.0% | -4.7% | -11.2% |
| 6M | -8.1% | -20.5% | +12.4% | -6.8% |
| YTD | +53.2% | -37.0% | +90.2% | +58.3% |
| 1Y | +81.7% | -55.3% | +137.0% | +93.4% |
| 3Y | +535.3% | +173.0% | +362.2% | +476.8% |
| All | +1,853.1% | -28.0% | +1,881.1% | +1,617.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling