+0.5%
SOFI vs VG
-38.0%
+38.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.4% |
| 7D | +5.6% | -2.5% | +8.1% | +6.0% |
| 30D | -2.0% | +11.1% | -13.1% | -3.7% |
| 3M | +9.2% | +14.9% | -5.7% | +5.4% |
| 6M | -4.7% | +18.4% | -23.1% | -12.2% |
| YTD | -31.2% | +116.6% | -147.8% | -47.2% |
| 1Y | -30.6% | +9.4% | -40.0% | -36.7% |
| All | +0.5% | -38.0% | +38.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 5y: compounded portfolio wealth divided by compounded VG 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…
5y analysis · Full analysis span regression · 6 months rolling