+26.4%
SOFI vs ROIV
+288.3%
-261.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -1.0% |
| 7D | -4.9% | +1.7% | -6.5% | -5.3% |
| 30D | +8.4% | +17.6% | -9.1% | +3.7% |
| 3M | -16.3% | +9.0% | -25.3% | -18.9% |
| 6M | +0.7% | +35.3% | -34.6% | -8.4% |
| YTD | -41.1% | +82.2% | -123.3% | -51.0% |
| 1Y | -45.7% | +92.3% | -138.0% | -55.5% |
| 3Y | +119.0% | +336.8% | -217.8% | +44.2% |
| 5Y | -32.2% | +370.6% | -402.8% | -64.0% |
| All | +26.4% | +288.3% | -261.9% | -19.9% |
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