+37.1%
VZ vs SOUN
-22.7%
+59.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.1% | -5.2% | +5.3% | +0.1% |
| 30D | +7.9% | +4.8% | +3.1% | +7.9% |
| 3M | +13.6% | -15.9% | +29.5% | +13.7% |
| 6M | +1.1% | -17.4% | +18.5% | +1.1% |
| YTD | +29.3% | -32.4% | +61.7% | +29.3% |
| 1Y | +21.2% | -49.3% | +70.5% | +21.4% |
| 3Y | +75.9% | +167.5% | -91.6% | +72.2% |
| All | +37.1% | -22.7% | +59.8% | +34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling