-28.2%
SOFI vs VGT
+40.8%
-69.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -2.0% |
| 7D | +0.9% | +1.0% | -0.1% | -0.3% |
| 30D | -0.2% | +1.3% | -1.5% | -1.7% |
| 3M | +6.2% | -1.1% | +7.4% | +7.6% |
| 6M | -2.6% | +32.6% | -35.2% | -37.3% |
| YTD | -30.4% | +29.0% | -59.4% | -53.3% |
| 1Y | -28.2% | +39.7% | -67.9% | -56.3% |
| All | -28.2% | +40.8% | -69.0% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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