+37.3%
SOFI vs VST
+661.6%
-624.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +7.3% | -4.0% | +0.8% |
| 7D | +0.9% | -0.5% | +1.4% | +0.2% |
| 30D | +6.0% | -17.1% | +23.1% | +12.2% |
| 3M | -8.9% | -4.6% | -4.3% | -8.8% |
| 6M | +6.3% | -9.1% | +15.4% | +7.6% |
| YTD | -36.0% | -16.6% | -19.4% | -34.4% |
| 1Y | -40.6% | -29.5% | -11.1% | -35.4% |
| 3Y | +144.5% | +297.5% | -153.0% | +51.5% |
| 5Y | -24.3% | +654.5% | -678.9% | -59.0% |
| All | +37.3% | +661.6% | -624.3% | -11.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling