-90.3%
SOC vs VT
+11.9%
-102.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.2% | -17.4% |
| 7D | -65.9% | +2.9% | -68.8% | -63.8% |
| 30D | -82.9% | -2.5% | -80.4% | -82.2% |
| 3M | -85.8% | -3.3% | -82.5% | -85.4% |
| 6M | -95.6% | +1.5% | -97.1% | -95.2% |
| YTD | -93.1% | +11.4% | -104.5% | -93.1% |
| 1Y | -90.3% | +11.9% | -102.2% | -90.8% |
| All | -90.3% | +11.9% | -102.2% | -90.8% |
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 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