+42.0%
SOFI vs VSAT
+127.2%
-85.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -4.9% | -1.3% | -3.6% | -4.7% |
| 30D | -3.5% | -14.8% | +11.4% | +0.3% |
| 3M | +3.9% | +2.2% | +1.7% | +1.6% |
| 6M | -6.5% | +60.2% | -66.7% | -20.1% |
| YTD | -33.8% | +115.6% | -149.5% | -48.4% |
| 1Y | -33.3% | +132.9% | -166.2% | -49.4% |
| 3Y | +94.6% | +216.1% | -121.5% | +17.0% |
| 5Y | +13.3% | +52.9% | -39.7% | -22.0% |
| All | +42.0% | +127.2% | -85.3% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling