+38.4%
VZ vs SOUN
-28.2%
+66.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +0.9% | -7.1% | +8.1% | +0.9% |
| 30D | +7.7% | -15.4% | +23.1% | +7.7% |
| 3M | +9.7% | -10.6% | +20.2% | +9.7% |
| 6M | +3.1% | -19.6% | +22.7% | +3.1% |
| YTD | +30.5% | -37.2% | +67.7% | +30.6% |
| 1Y | +22.5% | -57.1% | +79.6% | +22.7% |
| 3Y | +82.4% | +178.2% | -95.9% | +78.4% |
| All | +38.4% | -28.2% | +66.6% | +35.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling