-99.9%
SOAR price history and return analytics
+71.5%
-171.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -0.5% | -12.2% | -12.4% |
| 7D | -16.6% | +1.0% | -17.6% | -17.1% |
| 30D | +54.0% | -0.2% | +54.2% | +54.0% |
| 3M | -12.0% | +4.5% | -16.6% | -14.6% |
| 6M | -43.3% | +14.1% | -57.3% | -48.5% |
| YTD | -67.3% | +14.8% | -82.0% | -70.4% |
| 1Y | -85.1% | +21.2% | -106.3% | -86.9% |
| 3Y | -99.9% | +76.6% | -176.5% | -99.9% |
| All | -99.9% | +71.5% | -171.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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