-45.2%
SOFI vs VST
-30.9%
-14.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +7.3% | -4.0% | +1.2% |
| 7D | +0.9% | -0.5% | +1.4% | +0.2% |
| 30D | +6.0% | -17.1% | +23.1% | +11.6% |
| 3M | -8.9% | -4.6% | -4.3% | -8.9% |
| 6M | +6.3% | -9.1% | +15.4% | +6.8% |
| YTD | -36.0% | -16.6% | -19.4% | -35.6% |
| All | -45.2% | -30.9% | -14.3% | -37.2% |
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