+12.6%
SOFI vs VLO
+600.5%
-588.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -7.0% | +4.0% | -11.0% | -8.0% |
| 30D | -4.3% | +19.0% | -23.3% | -8.5% |
| 3M | +8.4% | +50.0% | -41.5% | -2.8% |
| 6M | -5.9% | +79.1% | -85.0% | -21.1% |
| YTD | -34.3% | +140.3% | -174.5% | -49.8% |
| 1Y | -32.6% | +148.3% | -180.9% | -49.2% |
| 3Y | +101.3% | +194.6% | -93.3% | +40.8% |
| 5Y | +12.6% | +609.6% | -597.0% | -41.9% |
| All | +12.6% | +600.5% | -588.0% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling