-40.8%
SOFI vs VST
-35.7%
-5.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -13.8% | +17.5% | +7.8% |
| 7D | +1.4% | -15.7% | +17.1% | +6.2% |
| 30D | +9.2% | -17.0% | +26.1% | +14.4% |
| 3M | -7.1% | -15.9% | +8.8% | -3.3% |
| 6M | +7.3% | -25.0% | +32.3% | +14.4% |
| YTD | -33.6% | -25.1% | -8.5% | -30.9% |
| 1Y | -40.8% | -34.9% | -6.0% | -30.4% |
| All | -40.8% | -35.7% | -5.1% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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