+41.1%
SOFI vs VEEV
-4.8%
+45.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -7.0% | -8.2% | +1.2% | -2.2% |
| 30D | -4.3% | +10.3% | -14.6% | -10.7% |
| 3M | +8.4% | +59.4% | -50.9% | -21.1% |
| 6M | -5.9% | +37.6% | -43.5% | -25.5% |
| YTD | -34.3% | +16.9% | -51.2% | -42.7% |
| 1Y | -32.6% | -5.0% | -27.6% | -32.9% |
| 3Y | +101.3% | +18.5% | +82.8% | +61.2% |
| 5Y | +12.6% | -13.8% | +26.4% | +12.8% |
| All | +41.1% | -4.8% | +45.8% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling