-33.3%
SOFI vs VEU
+23.8%
-57.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.9% |
| 7D | -4.9% | -1.4% | -3.5% | -2.9% |
| 30D | -3.5% | -0.4% | -3.0% | -2.5% |
| 3M | +3.9% | +2.5% | +1.4% | +0.5% |
| 6M | -6.5% | +11.1% | -17.7% | -18.1% |
| YTD | -33.8% | +16.5% | -50.4% | -50.9% |
| 1Y | -33.3% | +22.9% | -56.2% | -53.4% |
| All | -33.3% | +23.8% | -57.1% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling