+22.0%
VZ vs SOUN
-56.9%
+78.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | 0.0% | -1.4% |
| 7D | -1.0% | -4.4% | +3.5% | -1.2% |
| 30D | +5.8% | -13.1% | +18.9% | +5.1% |
| 3M | +10.5% | -7.7% | +18.2% | +10.4% |
| 6M | +1.8% | -21.2% | +22.9% | +1.4% |
| YTD | +28.3% | -35.0% | +63.3% | +27.9% |
| 1Y | +22.0% | -56.4% | +78.3% | +24.7% |
| All | +22.0% | -56.9% | +78.8% | +24.7% |
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