+42.0%
SOFI vs ROIV
+301.0%
-259.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | -4.9% | +16.9% | -21.8% | -9.5% |
| 30D | -3.5% | +12.9% | -16.3% | -7.3% |
| 3M | +3.9% | +37.3% | -33.4% | -5.6% |
| 6M | -6.5% | +38.0% | -44.5% | -15.4% |
| YTD | -33.8% | +88.1% | -122.0% | -45.3% |
| 1Y | -33.3% | +183.3% | -216.6% | -50.9% |
| 3Y | +94.6% | +254.6% | -160.0% | +32.6% |
| 5Y | +13.3% | +309.8% | -296.6% | -34.0% |
| All | +42.0% | +301.0% | -259.0% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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