-33.3%
SOFI vs VSH
+119.5%
-152.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.1% | -5.5% | -0.9% |
| 7D | -4.9% | +4.8% | -9.7% | -6.1% |
| 30D | -3.5% | -0.7% | -2.8% | -3.5% |
| 3M | +3.9% | -43.1% | +47.0% | +14.0% |
| 6M | -6.5% | +91.8% | -98.3% | -28.9% |
| YTD | -33.8% | +131.6% | -165.5% | -54.7% |
| 1Y | -33.3% | +118.1% | -151.4% | -51.5% |
| All | -33.3% | +119.5% | -152.8% | -51.5% |
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