-100.0%
SOBR price history and return analytics
+646.7%
-746.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.5% | +6.6% |
| 7D | +1.6% | +1.0% | +0.5% | +2.5% |
| 30D | -20.9% | -0.2% | -20.7% | -21.0% |
| 3M | -45.9% | +4.5% | -50.5% | -43.9% |
| 6M | -36.8% | +14.1% | -50.9% | -29.7% |
| YTD | -78.6% | +14.8% | -93.4% | -76.0% |
| 1Y | -85.6% | +21.2% | -106.8% | -83.1% |
| 3Y | -100.0% | +76.6% | -176.5% | -100.0% |
| 5Y | -100.0% | +66.6% | -166.6% | -100.0% |
| 10Y | -99.9% | +222.3% | -322.2% | -99.7% |
| All | -100.0% | +646.7% | -746.7% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling