+150.4%
SOFI vs VIK
+225.3%
-74.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -1.7% |
| 7D | -2.9% | -0.8% | -2.1% | -2.4% |
| 30D | -4.4% | -18.0% | +13.7% | +7.1% |
| 3M | +5.2% | -5.8% | +11.0% | +8.2% |
| 6M | -7.8% | +17.2% | -24.9% | -18.3% |
| YTD | -33.8% | +19.1% | -52.9% | -42.7% |
| 1Y | -33.3% | +33.6% | -66.9% | -47.3% |
| All | +150.4% | +225.3% | -74.9% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling