-28.2%
SOFI vs VSH
+118.1%
-146.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.4% | -6.0% | -2.7% |
| 7D | +0.9% | +4.1% | -3.2% | -0.1% |
| 30D | -0.2% | -4.2% | +4.0% | +0.6% |
| 3M | +6.2% | -50.0% | +56.2% | +19.9% |
| 6M | -2.6% | +80.2% | -82.7% | -24.6% |
| YTD | -30.4% | +121.1% | -151.5% | -51.8% |
| 1Y | -28.2% | +112.0% | -140.2% | -48.0% |
| All | -28.2% | +118.1% | -146.3% | -48.0% |
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