+379.7%
VRT vs SOUN
+95.0%
+284.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.6% | -3.1% |
| 7D | +10.5% | -15.1% | +25.6% | +13.3% |
| 30D | -9.3% | -23.0% | +13.6% | -5.7% |
| 3M | -29.6% | -53.3% | +23.8% | -20.9% |
| 6M | -45.4% | -58.6% | +13.2% | -37.8% |
| YTD | +24.8% | -65.0% | +89.8% | +43.6% |
| 1Y | +23.6% | -71.4% | +95.1% | +46.5% |
| 3Y | +379.7% | +75.4% | +304.3% | +405.4% |
| All | +379.7% | +95.0% | +284.7% | +405.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling