+644.6%
VRT vs SOUN
+177.2%
+467.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.2% | +4.1% |
| 7D | +13.6% | -4.1% | +17.7% | +14.3% |
| 30D | +6.8% | -18.1% | +24.8% | +10.1% |
| 3M | -3.2% | -12.3% | +9.1% | -1.5% |
| 6M | +20.3% | -18.6% | +38.9% | +22.3% |
| YTD | +79.6% | -34.1% | +113.7% | +87.6% |
| 1Y | +139.0% | -57.0% | +196.0% | +165.1% |
| 3Y | +644.6% | +185.7% | +459.0% | +568.5% |
| All | +644.6% | +177.2% | +467.4% | +568.5% |
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 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