+1,969.3%
VRT vs SOUN
-25.7%
+1,995.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.4% | -8.2% | -9.5% |
| 7D | +2.4% | -4.4% | +6.8% | +2.9% |
| 30D | -2.7% | -13.1% | +10.5% | -1.4% |
| 3M | -9.2% | -7.7% | -1.5% | -8.6% |
| 6M | -0.5% | -21.2% | +20.7% | +0.9% |
| YTD | +62.3% | -35.0% | +97.3% | +67.2% |
| 1Y | +109.6% | -56.4% | +165.9% | +123.3% |
| 3Y | +573.1% | +181.7% | +391.3% | +509.2% |
| All | +1,969.3% | -25.7% | +1,995.0% | +1,713.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling