+119.0%
SOFI vs VRTX
+44.3%
+74.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -4.9% | -1.6% | -3.3% | -4.4% |
| 30D | +8.4% | +8.0% | +0.4% | +5.9% |
| 3M | -16.3% | +4.3% | -20.6% | -17.4% |
| 6M | +0.7% | +18.9% | -18.2% | -4.7% |
| YTD | -41.1% | +18.8% | -59.9% | -44.8% |
| 1Y | -45.7% | +24.0% | -69.6% | -49.9% |
| 3Y | +119.0% | +42.1% | +76.9% | +68.9% |
| All | +119.0% | +44.3% | +74.7% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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