+124.2%
SOFI vs VLTO
+56.1%
+68.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.9% |
| 7D | +0.9% | +2.0% | -1.1% | -0.2% |
| 30D | +6.0% | +21.8% | -15.8% | -6.4% |
| 3M | -8.9% | +20.2% | -29.1% | -18.9% |
| 6M | +6.3% | +36.3% | -30.0% | -14.1% |
| YTD | -36.0% | +18.8% | -54.9% | -42.9% |
| 1Y | -40.6% | +20.4% | -61.0% | -47.8% |
| 3Y | +144.5% | +71.9% | +72.6% | +55.5% |
| All | +124.2% | +56.1% | +68.1% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling