+41.1%
SOFI vs VIVK
-100.0%
+141.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.7% |
| 7D | -7.0% | -9.5% | +2.4% | -6.8% |
| 30D | -4.3% | -35.1% | +30.8% | -3.5% |
| 3M | +8.4% | -93.4% | +101.8% | +13.3% |
| 6M | -5.9% | -98.0% | +92.1% | -0.4% |
| YTD | -34.3% | -97.9% | +63.6% | -31.6% |
| 1Y | -32.6% | -100.0% | +67.4% | -24.4% |
| 3Y | +101.3% | -100.0% | +201.3% | +123.7% |
| 5Y | +12.6% | -100.0% | +112.6% | +26.0% |
| All | +41.1% | -100.0% | +141.1% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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