+41.1%
SOFI vs VIAV
+147.2%
-106.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.9% | +0.9% |
| 7D | -7.0% | +11.2% | -18.2% | -10.9% |
| 30D | -4.3% | -2.6% | -1.7% | -4.6% |
| 3M | +8.4% | -20.1% | +28.6% | +13.6% |
| 6M | -5.9% | +25.8% | -31.7% | -23.1% |
| YTD | -34.3% | +109.9% | -144.1% | -60.2% |
| 1Y | -32.6% | +214.3% | -246.8% | -68.7% |
| 3Y | +101.3% | +281.6% | -180.3% | -22.1% |
| 5Y | +12.6% | +132.6% | -120.0% | -33.1% |
| All | +41.1% | +147.2% | -106.1% | -8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling