-96.5%
SOUX price history and return analytics
+25.9%
-122.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -4.5% |
| 7D | -29.0% | +2.4% | -31.3% | -37.5% |
| 30D | -44.3% | -1.5% | -42.8% | -40.6% |
| 3M | -81.7% | -4.1% | -77.5% | -77.0% |
| 6M | -88.3% | +0.6% | -88.8% | -88.1% |
| YTD | -94.2% | +11.0% | -105.2% | -96.6% |
| 1Y | -96.5% | +13.3% | -109.9% | -98.2% |
| All | -96.5% | +25.9% | -122.4% | -99.0% |
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