+55.9%
VZ vs SOUN
+114.1%
-58.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | -1.0% |
| 7D | +2.1% | -2.6% | +4.8% | +2.1% |
| 30D | +1.4% | -27.0% | +28.4% | +0.9% |
| 3M | -1.3% | -41.9% | +40.7% | -2.0% |
| 6M | -0.5% | -56.1% | +55.6% | -1.6% |
| YTD | +19.6% | -58.8% | +78.4% | +18.6% |
| 1Y | +22.4% | -71.1% | +93.5% | +21.0% |
| 3Y | +55.9% | +130.9% | -75.0% | +57.2% |
| All | +55.9% | +114.1% | -58.2% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling