+77.9%
VUG vs SOUN
+95.0%
-17.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | -0.7% |
| 7D | +2.5% | -15.1% | +17.6% | +3.7% |
| 30D | -6.3% | -23.0% | +16.7% | -4.5% |
| 3M | -6.0% | -53.3% | +47.3% | -0.7% |
| 6M | -3.5% | -58.6% | +55.0% | +2.5% |
| YTD | +3.9% | -65.0% | +68.9% | +10.8% |
| 1Y | +5.1% | -71.4% | +76.5% | +13.5% |
| 3Y | +77.9% | +75.4% | +2.5% | +73.1% |
| All | +77.9% | +95.0% | -17.1% | +73.1% |
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