+94.6%
SOFI vs VOO
+77.4%
+17.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -1.4% |
| 7D | -4.9% | -0.8% | -4.2% | -3.1% |
| 30D | -3.5% | -1.1% | -2.4% | -0.5% |
| 3M | +3.9% | +3.9% | 0.0% | -4.3% |
| 6M | -6.5% | +13.6% | -20.2% | -29.9% |
| YTD | -33.8% | +12.7% | -46.6% | -49.3% |
| 1Y | -33.3% | +17.6% | -50.9% | -52.7% |
| 3Y | +94.6% | +77.3% | +17.3% | -47.0% |
| All | +94.6% | +77.4% | +17.2% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling