-100.0%
SOS price history and return analytics
+187.2%
-287.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +3.4% |
| 7D | -12.6% | -0.7% | -11.9% | -11.1% |
| 30D | -29.6% | -1.7% | -27.8% | -27.1% |
| 3M | -76.2% | -2.3% | -73.9% | -75.1% |
| 6M | -83.5% | +1.5% | -85.1% | -83.9% |
| YTD | -87.0% | +12.0% | -99.0% | -88.9% |
| 1Y | -88.3% | +12.9% | -101.2% | -90.2% |
| 3Y | -99.7% | +74.9% | -174.6% | -99.9% |
| 5Y | -100.0% | +59.9% | -159.9% | -100.0% |
| All | -100.0% | +187.2% | -287.2% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling