+91.9%
VRTX vs SOUN
-28.2%
+120.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -5.6% | -7.1% | +1.5% | -5.5% |
| 30D | -2.0% | -15.4% | +13.4% | -1.6% |
| 3M | +15.8% | -10.6% | +26.4% | +16.0% |
| 6M | +4.7% | -19.6% | +24.3% | +4.8% |
| YTD | +13.7% | -37.2% | +50.9% | +14.3% |
| 1Y | +29.7% | -57.1% | +86.8% | +31.2% |
| 3Y | +48.4% | +178.2% | -129.8% | +42.3% |
| All | +91.9% | -28.2% | +120.1% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling