-33.3%
SOFI vs VLO
+152.2%
-185.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | -4.9% | +5.3% | -10.3% | -5.1% |
| 30D | -3.5% | +18.2% | -21.7% | -4.2% |
| 3M | +3.9% | +53.3% | -49.4% | +2.1% |
| 6M | -6.5% | +70.4% | -77.0% | -11.2% |
| YTD | -33.8% | +143.4% | -177.2% | -45.4% |
| 1Y | -33.3% | +153.0% | -186.3% | -46.4% |
| All | -33.3% | +152.2% | -185.5% | -46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling