+37.6%
VRTX vs SOUN
-47.0%
+84.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.8% | -5.2% | +6.0% | +1.0% |
| 30D | +12.6% | +4.8% | +7.8% | +12.3% |
| 3M | +23.6% | -15.9% | +39.5% | +23.9% |
| 6M | +14.3% | -17.4% | +31.7% | +14.1% |
| YTD | +20.5% | -32.4% | +52.9% | +20.3% |
| 1Y | +37.6% | -49.3% | +86.9% | +37.8% |
| All | +37.6% | -47.0% | +84.6% | +37.8% |
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