+42.0%
SOFI vs VEEV
-4.2%
+46.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.3% |
| 7D | -4.9% | -4.6% | -0.3% | -2.2% |
| 30D | -3.5% | +8.6% | -12.1% | -9.1% |
| 3M | +3.9% | +62.4% | -58.5% | -25.2% |
| 6M | -6.5% | +40.3% | -46.8% | -26.8% |
| YTD | -33.8% | +17.5% | -51.4% | -42.5% |
| 1Y | -33.3% | -6.1% | -27.2% | -33.0% |
| 3Y | +94.6% | +16.7% | +77.9% | +57.8% |
| 5Y | +13.3% | -13.3% | +26.6% | +13.2% |
| All | +42.0% | -4.2% | +46.2% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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