+41.1%
SOFI vs VEU
+67.6%
-26.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +1.7% |
| 7D | -7.0% | -1.9% | -5.1% | -3.6% |
| 30D | -4.3% | -0.7% | -3.6% | -2.6% |
| 3M | +8.4% | +4.9% | +3.6% | -0.1% |
| 6M | -5.9% | +9.8% | -15.7% | -21.0% |
| YTD | -34.3% | +15.3% | -49.6% | -50.2% |
| 1Y | -32.6% | +23.0% | -55.6% | -54.6% |
| 3Y | +101.3% | +73.5% | +27.8% | -26.6% |
| 5Y | +12.6% | +54.5% | -41.9% | -45.9% |
| All | +41.1% | +67.6% | -26.5% | -34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling