+15.4%
SOFI vs VRSN
+33.8%
-18.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.1% |
| 7D | -4.9% | +0.2% | -5.2% | -5.1% |
| 30D | -3.5% | +3.8% | -7.2% | -5.7% |
| 3M | +3.9% | +5.0% | -1.1% | -0.1% |
| 6M | -6.5% | +24.9% | -31.4% | -21.7% |
| YTD | -33.8% | +21.6% | -55.5% | -44.5% |
| 1Y | -33.3% | +2.4% | -35.7% | -36.2% |
| 3Y | +94.6% | +47.3% | +47.3% | +30.0% |
| All | +15.4% | +33.8% | -18.4% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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