+5.2%
VUG vs SOUN
-73.4%
+78.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.3% | +0.8% |
| 7D | -3.0% | -2.7% | -0.3% | -2.6% |
| 30D | -6.4% | -26.5% | +20.1% | -2.1% |
| 3M | -3.2% | -33.6% | +30.4% | +2.4% |
| 6M | +3.1% | -54.4% | +57.5% | +14.4% |
| YTD | +6.3% | -56.7% | +63.0% | +15.7% |
| 1Y | +5.2% | -71.4% | +76.6% | +21.9% |
| All | +5.2% | -73.4% | +78.6% | +21.9% |
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 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