-40.8%
SOFI vs VIK
+55.4%
-96.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.2% | -2.6% | +0.9% |
| 7D | +1.4% | +5.4% | -4.0% | -0.9% |
| 30D | +9.2% | +12.5% | -3.3% | +3.8% |
| 3M | -7.1% | -15.2% | +8.1% | -0.8% |
| 6M | +7.3% | +15.4% | -8.1% | +0.1% |
| YTD | -33.6% | +27.7% | -61.3% | -41.1% |
| 1Y | -40.8% | +59.7% | -100.5% | -55.9% |
| All | -40.8% | +55.4% | -96.3% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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