+68.1%
VXUS vs SOUN
-58.7%
+126.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.9% | +7.0% | -0.7% |
| 7D | +2.3% | -15.5% | +17.8% | +2.8% |
| 30D | -2.2% | -26.2% | +24.0% | -1.4% |
| 3M | -5.4% | -51.4% | +45.9% | -3.6% |
| 6M | -1.2% | -55.3% | +54.1% | +0.7% |
| YTD | +10.4% | -63.9% | +74.3% | +12.8% |
| 1Y | +11.8% | -72.8% | +84.7% | +15.0% |
| 3Y | +68.4% | +101.1% | -32.7% | +65.3% |
| All | +68.1% | -58.7% | +126.8% | +65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling