+49.3%
SOFI vs VST
+747.6%
-698.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.8% |
| 7D | +0.9% | +8.9% | -8.0% | -2.1% |
| 30D | -0.2% | +6.2% | -6.4% | -2.3% |
| 3M | +6.2% | -2.7% | +9.0% | +6.8% |
| 6M | -2.6% | -8.4% | +5.8% | -0.7% |
| YTD | -30.4% | -7.2% | -23.2% | -30.3% |
| 1Y | -28.2% | -20.9% | -7.3% | -24.3% |
| 3Y | +107.3% | +384.0% | -276.7% | +22.0% |
| 5Y | +20.2% | +757.1% | -736.9% | -36.4% |
| All | +49.3% | +747.6% | -698.3% | -6.0% |
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