+41.1%
SOFI vs VGT
+179.3%
-138.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | +0.8% |
| 7D | -7.0% | -1.0% | -6.0% | -5.7% |
| 30D | -4.3% | -0.4% | -3.8% | -3.5% |
| 3M | +8.4% | +6.6% | +1.8% | -1.4% |
| 6M | -5.9% | +31.0% | -36.9% | -36.9% |
| YTD | -34.3% | +27.2% | -61.5% | -54.0% |
| 1Y | -32.6% | +34.5% | -67.0% | -55.6% |
| 3Y | +101.3% | +123.1% | -21.9% | -34.5% |
| 5Y | +12.6% | +135.1% | -122.5% | -63.0% |
| All | +41.1% | +179.3% | -138.2% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling