+42.0%
SOFI vs VRSN
+34.7%
+7.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.7% |
| 7D | -2.9% | -1.0% | -1.8% | -2.3% |
| 30D | -4.4% | -1.9% | -2.5% | -3.5% |
| 3M | +5.2% | +1.4% | +3.9% | +3.2% |
| 6M | -7.8% | +19.0% | -26.8% | -19.8% |
| YTD | -33.8% | +19.2% | -53.0% | -43.4% |
| 1Y | -33.3% | +1.7% | -35.0% | -36.0% |
| 3Y | +102.7% | +41.4% | +61.3% | +43.3% |
| 5Y | +10.5% | +31.7% | -21.2% | -17.3% |
| All | +42.0% | +34.7% | +7.4% | +1.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling