+28.7%
VZ vs SOUN
-60.0%
+88.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.4% |
| 7D | +1.5% | -15.1% | +16.6% | +1.5% |
| 30D | +4.4% | -23.0% | +27.3% | +4.3% |
| 3M | -2.4% | -53.3% | +51.0% | -2.4% |
| 6M | +1.4% | -58.6% | +60.0% | +1.4% |
| YTD | +21.4% | -65.0% | +86.4% | +21.4% |
| 1Y | +20.3% | -71.4% | +91.7% | +20.3% |
| 3Y | +57.4% | +75.4% | -18.0% | +53.8% |
| All | +28.7% | -60.0% | +88.7% | +25.8% |
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