+47.6%
SOFI vs VLO
+717.4%
-669.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.4% | -1.9% |
| 7D | +5.6% | +5.8% | -0.1% | +4.2% |
| 30D | -2.0% | +28.3% | -30.4% | -7.9% |
| 3M | +9.2% | +48.7% | -39.6% | -1.4% |
| 6M | -4.7% | +71.9% | -76.6% | -18.4% |
| YTD | -31.2% | +138.7% | -169.9% | -46.5% |
| 1Y | -30.6% | +148.5% | -179.1% | -46.8% |
| 3Y | +110.6% | +192.7% | -82.0% | +51.5% |
| 5Y | +16.4% | +601.6% | -585.2% | -29.6% |
| All | +47.6% | +717.4% | -669.8% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VLO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling