-44.9%
SOFI vs VLTO
+21.1%
-66.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.9% | -3.9% |
| 7D | -2.6% | +0.8% | -3.4% | -2.6% |
| 30D | +2.6% | +18.7% | -16.1% | +1.2% |
| 3M | -12.9% | +21.7% | -34.6% | -14.4% |
| 6M | -1.7% | +35.8% | -37.5% | -5.4% |
| YTD | -40.3% | +18.3% | -58.6% | -38.9% |
| All | -44.9% | +21.1% | -66.1% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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