+373.4%
VST vs SOUN
+166.4%
+207.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +8.9% | -5.2% | +14.1% | +9.6% |
| 30D | +6.2% | +4.8% | +1.4% | +5.2% |
| 3M | -2.7% | -15.9% | +13.1% | -1.2% |
| 6M | -8.4% | -17.4% | +9.0% | -7.6% |
| YTD | -7.2% | -32.4% | +25.2% | -4.3% |
| 1Y | -20.9% | -49.3% | +28.4% | -15.8% |
| All | +373.4% | +166.4% | +207.0% | +324.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling