+75.8%
VXUS vs SOUN
+177.2%
-101.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.2% |
| 7D | +1.6% | -4.1% | +5.7% | +1.8% |
| 30D | +1.0% | -18.1% | +19.1% | +2.0% |
| 3M | +5.7% | -12.3% | +17.9% | +6.1% |
| 6M | +13.6% | -18.6% | +32.2% | +14.1% |
| YTD | +17.4% | -34.1% | +51.5% | +18.8% |
| 1Y | +25.1% | -57.0% | +82.1% | +28.6% |
| 3Y | +75.8% | +185.7% | -109.8% | +57.1% |
| All | +75.8% | +177.2% | -101.4% | +57.1% |
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