+2,108.2%
VRT vs SOUN
-22.7%
+2,130.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | -5.2% | +14.3% | +9.7% |
| 30D | +0.9% | +4.8% | -3.9% | +0.2% |
| 3M | -13.4% | -15.9% | +2.5% | -12.0% |
| 6M | +11.7% | -17.4% | +29.1% | +12.7% |
| YTD | +73.2% | -32.4% | +105.6% | +77.7% |
| 1Y | +123.4% | -49.3% | +172.7% | +134.7% |
| 3Y | +606.2% | +167.5% | +438.7% | +539.4% |
| All | +2,108.2% | -22.7% | +2,130.9% | +1,827.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling