-100.0%
SOS price history and return analytics
+57.4%
-157.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.6% | -3.2% |
| 7D | -0.5% | +0.4% | -0.9% | -1.0% |
| 30D | -32.5% | -2.6% | -29.9% | -28.5% |
| 3M | -75.3% | -3.2% | -72.0% | -73.4% |
| 6M | -82.5% | +0.9% | -83.5% | -83.0% |
| YTD | -85.7% | +11.3% | -97.0% | -88.4% |
| 1Y | -87.2% | +14.0% | -101.2% | -90.0% |
| 3Y | -99.6% | +75.8% | -175.5% | -99.9% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +57.4% | -157.4% | -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 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