+42.0%
SOFI vs VSH
+68.6%
-26.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -4.1% |
| 7D | -2.9% | +3.5% | -6.4% | -4.7% |
| 30D | -4.4% | -4.4% | 0.0% | -2.5% |
| 3M | +5.2% | -45.8% | +51.0% | +38.2% |
| 6M | -7.8% | +90.1% | -97.9% | -46.7% |
| YTD | -33.8% | +120.3% | -154.1% | -66.2% |
| 1Y | -33.3% | +112.2% | -145.5% | -65.4% |
| 3Y | +102.7% | +36.6% | +66.1% | +38.2% |
| 5Y | +10.5% | +67.0% | -56.6% | -38.8% |
| All | +42.0% | +68.6% | -26.5% | -25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling