+42.0%
SOFI vs VLO
+733.6%
-691.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.3% |
| 7D | -4.9% | +5.3% | -10.3% | -6.2% |
| 30D | -3.5% | +18.2% | -21.7% | -7.4% |
| 3M | +3.9% | +53.3% | -49.4% | -6.9% |
| 6M | -6.5% | +70.4% | -77.0% | -19.6% |
| YTD | -33.8% | +143.4% | -177.2% | -48.8% |
| 1Y | -33.3% | +153.0% | -186.3% | -49.1% |
| 3Y | +94.6% | +195.0% | -100.4% | +39.6% |
| 5Y | +13.3% | +618.8% | -605.5% | -31.9% |
| All | +42.0% | +733.6% | -691.6% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling