+28.1%
SOFI vs ROIV
+292.8%
-264.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | -2.7% |
| 7D | -2.6% | +9.2% | -11.8% | -5.0% |
| 30D | +2.6% | +19.9% | -17.4% | -2.5% |
| 3M | -12.9% | +10.6% | -23.5% | -15.9% |
| 6M | -1.7% | +36.1% | -37.8% | -10.8% |
| YTD | -40.3% | +84.3% | -124.6% | -50.4% |
| 1Y | -51.5% | +87.6% | -139.0% | -59.9% |
| 3Y | +125.2% | +353.9% | -228.7% | +46.9% |
| 5Y | -31.3% | +376.1% | -407.4% | -63.7% |
| All | +28.1% | +292.8% | -264.7% | -19.1% |
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