-51.5%
SOFI vs VST
-25.0%
-26.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.8% | -4.7% | -4.2% |
| 7D | -2.6% | +19.2% | -21.7% | -7.8% |
| 30D | +2.6% | -17.2% | +19.7% | +8.1% |
| 3M | -12.9% | -8.1% | -4.7% | -11.8% |
| 6M | -1.7% | -8.1% | +6.4% | -1.7% |
| YTD | -40.3% | -16.3% | -24.0% | -40.2% |
| 1Y | -51.5% | -24.1% | -27.4% | -47.5% |
| All | -51.5% | -25.0% | -26.5% | -47.5% |
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