-87.3%
SOUX price history and return analytics
+29.3%
-116.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -6.2% |
| 7D | -14.5% | -1.1% | -13.4% | -8.8% |
| 30D | -31.8% | -1.0% | -30.8% | -27.3% |
| 3M | -33.9% | +3.2% | -37.0% | -41.5% |
| 6M | -59.1% | +12.5% | -71.6% | -77.8% |
| YTD | -78.7% | +14.1% | -92.8% | -89.0% |
| 1Y | -92.6% | +18.9% | -111.6% | -96.9% |
| All | -87.3% | +29.3% | -116.5% | -96.8% |
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