+10.5%
SOFI vs ROIV
+319.8%
-309.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -4.0% |
| 7D | -2.9% | +22.3% | -25.2% | -8.7% |
| 30D | -4.4% | +16.9% | -21.2% | -9.0% |
| 3M | +5.2% | +43.9% | -38.7% | -5.6% |
| 6M | -7.8% | +41.6% | -49.4% | -17.1% |
| YTD | -33.8% | +92.7% | -126.5% | -45.7% |
| 1Y | -33.3% | +210.2% | -243.4% | -52.1% |
| 3Y | +102.7% | +231.8% | -129.1% | +39.7% |
| 5Y | +10.5% | +319.8% | -309.3% | -39.8% |
| All | +10.5% | +319.8% | -309.3% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling