+26.9%
VZ vs SOUN
-52.9%
+79.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | -0.9% |
| 7D | +2.1% | -2.6% | +4.8% | +2.1% |
| 30D | +1.4% | -27.0% | +28.4% | +1.3% |
| 3M | -1.3% | -41.9% | +40.7% | -1.3% |
| 6M | -0.5% | -56.1% | +55.6% | -0.6% |
| YTD | +19.6% | -58.8% | +78.4% | +19.6% |
| 1Y | +22.4% | -71.1% | +93.5% | +22.5% |
| 3Y | +55.9% | +130.9% | -75.0% | +52.2% |
| All | +26.9% | -52.9% | +79.7% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling