+150.3%
SOFI vs VIK
+225.1%
-74.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | -0.1% |
| 7D | -4.9% | -0.9% | -4.0% | -4.4% |
| 30D | -3.5% | -18.4% | +15.0% | +8.5% |
| 3M | +3.9% | -8.8% | +12.7% | +9.0% |
| 6M | -6.5% | +17.1% | -23.7% | -17.2% |
| YTD | -33.8% | +19.0% | -52.9% | -42.7% |
| 1Y | -33.3% | +30.1% | -63.4% | -46.2% |
| All | +150.3% | +225.1% | -74.8% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling