+94.0%
VRTX vs SOUN
-25.7%
+119.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | -6.4% | -4.4% | -2.0% | -6.3% |
| 30D | -0.5% | -13.1% | +12.6% | -0.3% |
| 3M | +16.9% | -7.7% | +24.6% | +17.0% |
| 6M | +13.1% | -21.2% | +34.2% | +13.3% |
| YTD | +14.9% | -35.0% | +50.0% | +15.5% |
| 1Y | +31.4% | -56.4% | +87.8% | +32.9% |
| 3Y | +51.9% | +181.7% | -129.8% | +45.5% |
| All | +94.0% | -25.7% | +119.7% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling