-100.0%
SOS price history and return analytics
+183.9%
-283.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.5% | -13.1% | -12.8% |
| 7D | -18.1% | -0.1% | -18.0% | -17.6% |
| 30D | -41.7% | -3.1% | -38.6% | -38.3% |
| 3M | -78.2% | -3.5% | -74.7% | -76.8% |
| 6M | -84.9% | +0.5% | -85.4% | -85.0% |
| YTD | -87.6% | +10.8% | -98.4% | -89.3% |
| 1Y | -88.5% | +11.9% | -100.4% | -90.2% |
| 3Y | -99.7% | +73.0% | -172.7% | -99.9% |
| 5Y | -100.0% | +58.6% | -158.6% | -100.0% |
| All | -100.0% | +183.9% | -283.9% | -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