+42.0%
SOFI vs VIG
+86.5%
-44.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.2% | -2.7% |
| 7D | -2.9% | -1.2% | -1.7% | -0.4% |
| 30D | -4.4% | -2.8% | -1.5% | +1.6% |
| 3M | +5.2% | +2.5% | +2.8% | +0.7% |
| 6M | -7.8% | +8.1% | -15.9% | -20.5% |
| YTD | -33.8% | +9.6% | -43.4% | -44.5% |
| 1Y | -33.3% | +14.2% | -47.4% | -48.0% |
| 3Y | +102.7% | +56.1% | +46.6% | -5.9% |
| 5Y | +10.5% | +62.8% | -52.4% | -49.9% |
| All | +42.0% | +86.5% | -44.4% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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