+79.4%
VXUS vs SOUN
-22.7%
+102.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | -5.2% | +6.2% | +1.2% |
| 30D | +2.2% | +4.8% | -2.6% | +2.0% |
| 3M | +3.0% | -15.9% | +18.8% | +3.3% |
| 6M | +10.7% | -17.4% | +28.1% | +10.9% |
| YTD | +17.8% | -32.4% | +50.2% | +18.5% |
| 1Y | +27.6% | -49.3% | +76.9% | +28.9% |
| 3Y | +73.3% | +167.5% | -94.2% | +67.6% |
| All | +79.4% | -22.7% | +102.1% | +74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling