+23.3%
VZ vs SOUN
-72.9%
+96.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.7% |
| 7D | +2.2% | -1.0% | +3.2% | +2.2% |
| 30D | +10.6% | -24.9% | +35.4% | +8.7% |
| 3M | -0.6% | -49.5% | +48.9% | -4.8% |
| 6M | +0.7% | -54.4% | +55.1% | -3.7% |
| YTD | +20.6% | -59.4% | +80.0% | +15.4% |
| All | +23.3% | -72.9% | +96.2% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling