+25.0%
VRTX vs SOUN
-73.7%
+98.6%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.9% | +7.1% | -0.5% |
| 7D | 0.0% | -15.5% | +15.5% | +0.7% |
| 30D | +11.8% | -26.2% | +38.1% | +13.2% |
| 3M | +3.2% | -51.4% | +54.6% | +6.1% |
| 6M | +21.0% | -55.3% | +76.4% | +24.5% |
| YTD | +19.7% | -63.9% | +83.6% | +23.1% |
| 1Y | +25.0% | -72.8% | +97.8% | +31.2% |
| All | +25.0% | -73.7% | +98.6% | +31.2% |
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