-46.7%
SOFI vs VIAV
+55.1%
-101.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -10.5% | +2.8% | -6.3% |
| 7D | -8.9% | -21.1% | +12.2% | -6.1% |
| 30D | +1.8% | -45.4% | +47.1% | +9.1% |
| 3M | -12.1% | -32.4% | +20.3% | -8.4% |
| 6M | +0.1% | -51.3% | +51.4% | +6.0% |
| YTD | -38.7% | +47.6% | -86.3% | -45.9% |
| 1Y | -46.7% | +50.8% | -97.5% | -55.9% |
| All | -46.7% | +55.1% | -101.7% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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