+94.6%
SOFI vs VGT
+123.9%
-29.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | -1.0% |
| 7D | -4.9% | -0.2% | -4.8% | -4.7% |
| 30D | -3.5% | -0.4% | -3.0% | -2.7% |
| 3M | +3.9% | +4.4% | -0.5% | -2.5% |
| 6M | -6.5% | +32.1% | -38.6% | -37.5% |
| YTD | -33.8% | +28.8% | -62.6% | -54.2% |
| 1Y | -33.3% | +35.3% | -68.6% | -56.1% |
| 3Y | +94.6% | +124.8% | -30.2% | -38.8% |
| All | +94.6% | +123.9% | -29.3% | -38.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling