+94.6%
SOFI vs VEA
+75.8%
+18.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | -1.4% |
| 7D | -4.9% | -1.5% | -3.5% | -2.3% |
| 30D | -3.5% | -0.8% | -2.6% | -1.5% |
| 3M | +3.9% | +2.5% | +1.4% | -0.2% |
| 6M | -6.5% | +11.1% | -17.7% | -23.3% |
| YTD | -33.8% | +17.2% | -51.0% | -52.3% |
| 1Y | -33.3% | +24.5% | -57.8% | -57.5% |
| 3Y | +94.6% | +75.4% | +19.2% | -42.8% |
| All | +94.6% | +75.8% | +18.8% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 3y: compounded portfolio wealth divided by compounded VEA 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…
3y analysis · Full analysis span regression · 6 months rolling