+68.0%
VXUS vs SOUN
-60.0%
+128.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.0% | +0.1% |
| 7D | +2.1% | -15.1% | +17.2% | +2.6% |
| 30D | -1.1% | -23.0% | +21.8% | -0.4% |
| 3M | -5.6% | -53.3% | +47.7% | -3.7% |
| 6M | -2.3% | -58.6% | +56.3% | -0.1% |
| YTD | +10.4% | -65.0% | +75.3% | +12.9% |
| 1Y | +13.1% | -71.4% | +84.5% | +16.2% |
| 3Y | +68.0% | +75.4% | -7.4% | +65.2% |
| All | +68.0% | -60.0% | +128.0% | +65.9% |
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