+77.4%
VXUS vs SOUN
-25.7%
+103.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.7% |
| 7D | +0.3% | -4.4% | +4.7% | +0.4% |
| 30D | +0.7% | -13.1% | +13.8% | +1.0% |
| 3M | +4.8% | -7.7% | +12.4% | +4.9% |
| 6M | +11.3% | -21.2% | +32.5% | +11.7% |
| YTD | +16.5% | -35.0% | +51.5% | +17.3% |
| 1Y | +24.3% | -56.4% | +80.6% | +26.0% |
| 3Y | +74.5% | +181.7% | -107.2% | +68.9% |
| All | +77.4% | -25.7% | +103.1% | +72.4% |
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