+468.2%
VST vs SOUN
-60.0%
+528.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.9% |
| 7D | +6.6% | -15.1% | +21.7% | +7.6% |
| 30D | -12.4% | -23.0% | +10.6% | -11.1% |
| 3M | -9.0% | -53.3% | +44.3% | -4.9% |
| 6M | -6.4% | -58.6% | +52.1% | -1.9% |
| YTD | -17.2% | -65.0% | +47.8% | -12.7% |
| 1Y | -22.0% | -71.4% | +49.4% | -16.9% |
| 3Y | +296.7% | +75.4% | +221.3% | +299.8% |
| All | +468.2% | -60.0% | +528.2% | +479.0% |
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