+93.4%
SOFI vs VSAT
+207.3%
-113.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.2% |
| 7D | -7.0% | +3.4% | -10.5% | -7.8% |
| 30D | -4.3% | -12.2% | +8.0% | -1.7% |
| 3M | +8.4% | +20.6% | -12.2% | +2.6% |
| 6M | -5.9% | +60.2% | -66.1% | -17.5% |
| YTD | -34.3% | +115.3% | -149.5% | -46.7% |
| 1Y | -32.6% | +154.6% | -187.1% | -47.5% |
| All | +93.4% | +207.3% | -113.9% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling