-16.5%
SOUN price history and return analytics
+84.5%
-101.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -2.4% |
| 7D | -7.1% | -1.1% | -6.0% | -4.7% |
| 30D | -15.4% | -1.0% | -14.4% | -13.3% |
| 3M | -10.6% | +3.2% | -13.7% | -15.8% |
| 6M | -19.6% | +12.5% | -32.1% | -37.4% |
| YTD | -37.2% | +14.1% | -51.3% | -52.1% |
| 1Y | -57.1% | +18.9% | -76.0% | -69.8% |
| 3Y | +178.2% | +74.1% | +104.1% | +10.3% |
| All | -16.5% | +84.5% | -101.0% | -58.4% |
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