-100.0%
SOS price history and return analytics
+195.6%
-295.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -13.4% | +0.4% | -13.9% | -14.0% |
| 30D | +0.5% | +1.0% | -0.5% | -0.8% |
| 3M | -26.4% | +2.4% | -28.7% | -29.2% |
| 6M | -46.8% | +12.0% | -58.8% | -55.2% |
| YTD | -43.3% | +15.3% | -58.6% | -54.3% |
| 1Y | -38.0% | +22.6% | -60.5% | -54.3% |
| 3Y | -98.8% | +74.7% | -173.5% | -99.5% |
| 5Y | -100.0% | +66.1% | -166.1% | -100.0% |
| All | -100.0% | +195.6% | -295.6% | -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