+32.9%
SOFI vs VST
+609.7%
-576.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.6% | -9.5% | -2.6% |
| 7D | -3.3% | -9.8% | +6.5% | -0.6% |
| 30D | +3.5% | -25.1% | +28.7% | +13.4% |
| 3M | -10.4% | -11.6% | +1.1% | -8.0% |
| 6M | -0.6% | -20.9% | +20.4% | +5.6% |
| YTD | -38.1% | -22.3% | -15.8% | -35.0% |
| 1Y | -40.3% | -32.0% | -8.3% | -34.2% |
| 3Y | +116.4% | +262.4% | -146.0% | +38.3% |
| 5Y | -28.2% | +563.4% | -591.5% | -60.1% |
| All | +32.9% | +609.7% | -576.8% | -12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling