-40.8%
SOFI vs VSH
+62.1%
-102.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.1% | +8.7% | +4.8% |
| 7D | +1.4% | -13.6% | +15.0% | +4.9% |
| 30D | +9.2% | -30.4% | +39.5% | +17.8% |
| 3M | -7.1% | -33.3% | +26.2% | +0.4% |
| 6M | +7.3% | -15.1% | +22.3% | +6.0% |
| YTD | -33.6% | +80.2% | -113.8% | -50.7% |
| 1Y | -40.8% | +63.4% | -104.2% | -53.0% |
| All | -40.8% | +62.1% | -102.9% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling