-66.4%
SOC vs VT
+15.2%
-81.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.2% | +1.7% | -21.9% | -19.3% |
| 7D | -35.3% | -0.3% | -35.0% | -35.1% |
| 30D | -42.9% | -1.4% | -41.5% | -43.0% |
| 3M | -55.8% | -1.4% | -54.4% | -55.8% |
| 6M | -86.3% | +5.5% | -91.8% | -86.1% |
| YTD | -78.0% | +12.8% | -90.9% | -80.0% |
| 1Y | -66.4% | +15.4% | -81.9% | -72.5% |
| All | -66.4% | +15.2% | -81.7% | -72.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling