-40.8%
SOFI vs VICR
+76.0%
-116.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -11.1% | +14.8% | +5.5% |
| 7D | +1.4% | -26.6% | +28.0% | +6.5% |
| 30D | +9.2% | -47.9% | +57.1% | +20.6% |
| 3M | -7.1% | -29.8% | +22.7% | -3.7% |
| 6M | +7.3% | -36.6% | +43.9% | +7.5% |
| YTD | -33.6% | +45.1% | -78.8% | -57.2% |
| 1Y | -40.8% | +80.0% | -120.8% | -69.7% |
| All | -40.8% | +76.0% | -116.8% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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