+100.5%
VRTX vs SOUN
-60.0%
+160.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.7% |
| 7D | -1.6% | -15.1% | +13.5% | -1.2% |
| 30D | +8.0% | -23.0% | +31.0% | +8.6% |
| 3M | +4.3% | -53.3% | +57.6% | +5.8% |
| 6M | +18.9% | -58.6% | +77.4% | +20.8% |
| YTD | +18.8% | -65.0% | +83.8% | +20.8% |
| 1Y | +24.0% | -71.4% | +95.4% | +26.5% |
| 3Y | +42.1% | +75.4% | -33.2% | +37.7% |
| All | +100.5% | -60.0% | +160.5% | +92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling