+42.0%
SOFI vs VSAT
+121.3%
-79.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.9% | +3.2% | -2.0% |
| 7D | -2.9% | +3.5% | -6.3% | -3.8% |
| 30D | -4.4% | -14.7% | +10.3% | -0.6% |
| 3M | +5.2% | +13.2% | -7.9% | +0.1% |
| 6M | -7.8% | +57.4% | -65.1% | -20.8% |
| YTD | -33.8% | +110.0% | -143.8% | -48.1% |
| 1Y | -33.3% | +134.4% | -167.7% | -49.6% |
| 3Y | +102.7% | +203.5% | -100.8% | +23.2% |
| 5Y | +10.5% | +47.1% | -36.7% | -23.3% |
| All | +42.0% | +121.3% | -79.2% | +55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling