+41.1%
SOFI vs VEA
+76.8%
-35.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +1.5% |
| 7D | -7.0% | -2.1% | -5.0% | -3.5% |
| 30D | -4.3% | -1.1% | -3.2% | -2.1% |
| 3M | +8.4% | +5.1% | +3.4% | 0.0% |
| 6M | -5.9% | +9.8% | -15.7% | -20.1% |
| YTD | -34.3% | +15.9% | -50.2% | -50.0% |
| 1Y | -32.6% | +24.6% | -57.1% | -54.7% |
| 3Y | +101.3% | +75.5% | +25.8% | -23.3% |
| 5Y | +12.6% | +59.4% | -46.8% | -47.7% |
| All | +41.1% | +76.8% | -35.7% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling