+89.6%
VRT vs SOUN
-55.4%
+145.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.7% |
| 7D | -8.4% | -7.1% | -1.2% | -6.5% |
| 30D | -10.9% | -15.4% | +4.6% | -6.8% |
| 3M | -13.7% | -10.6% | -3.1% | -11.7% |
| 6M | -4.1% | -19.6% | +15.5% | -2.0% |
| YTD | +58.7% | -37.2% | +96.0% | +74.4% |
| 1Y | +89.6% | -57.1% | +146.7% | +146.5% |
| All | +89.6% | -55.4% | +145.1% | +146.5% |
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