+47.6%
SOFI vs VO
+70.8%
-23.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | +0.1% |
| 7D | +5.6% | +0.6% | +5.0% | +4.3% |
| 30D | -2.0% | -1.1% | -0.9% | +0.6% |
| 3M | +9.2% | +4.5% | +4.6% | 0.0% |
| 6M | -4.7% | +11.1% | -15.8% | -23.0% |
| YTD | -31.2% | +13.5% | -44.7% | -47.0% |
| 1Y | -30.6% | +14.5% | -45.1% | -46.9% |
| 3Y | +110.6% | +58.1% | +52.5% | -9.1% |
| 5Y | +16.4% | +43.3% | -26.9% | -31.2% |
| All | +47.6% | +70.8% | -23.2% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 all: compounded portfolio wealth divided by compounded VO 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…
all analysis · Full analysis span regression · 6 months rolling