+68.1%
VXUS vs SOUN
-55.6%
+123.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.8% | -0.6% |
| 7D | +0.5% | -6.1% | +6.6% | +0.7% |
| 30D | -2.5% | -28.2% | +25.7% | -1.7% |
| 3M | -4.6% | -48.1% | +43.5% | -3.0% |
| 6M | -2.6% | -56.4% | +53.8% | -0.6% |
| YTD | +10.4% | -61.2% | +71.6% | +12.6% |
| 1Y | +12.9% | -73.1% | +86.0% | +16.1% |
| 3Y | +68.4% | +116.2% | -47.8% | +65.0% |
| All | +68.1% | -55.6% | +123.7% | +65.5% |
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