+32.4%
VRTX vs SOUN
-58.4%
+90.8%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -7.8% | -6.8% | -1.0% | -7.6% |
| 30D | -2.8% | -15.2% | +12.4% | -2.4% |
| 3M | +18.1% | -7.0% | +25.1% | +18.0% |
| 6M | +3.1% | -20.5% | +23.6% | +3.0% |
| YTD | +13.5% | -37.0% | +50.5% | +13.5% |
| 1Y | +32.4% | -55.3% | +87.7% | +33.4% |
| All | +32.4% | -58.4% | +90.8% | +33.4% |
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