-100.0%
SOS price history and return analytics
+178.0%
-278.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.7% | +5.6% |
| 7D | +1.6% | -2.3% | +3.9% | +5.9% |
| 30D | -35.9% | -5.0% | -30.9% | -30.0% |
| 3M | -75.6% | -4.9% | -70.7% | -73.4% |
| 6M | -82.4% | -1.5% | -80.9% | -82.0% |
| YTD | -86.0% | +8.5% | -94.5% | -87.5% |
| 1Y | -86.8% | +11.4% | -98.2% | -88.7% |
| 3Y | -99.6% | +70.1% | -169.7% | -99.8% |
| 5Y | -100.0% | +53.7% | -153.7% | -100.0% |
| All | -100.0% | +178.0% | -278.0% | -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