-33.3%
SOFI vs VSXY
+184.3%
-217.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | +0.6% |
| 7D | -4.9% | +0.1% | -5.1% | -4.9% |
| 30D | -3.5% | -18.7% | +15.2% | -2.9% |
| 3M | +3.9% | -4.0% | +7.9% | +3.9% |
| 6M | -6.5% | +67.5% | -74.0% | -10.6% |
| YTD | -33.8% | +39.7% | -73.5% | -35.5% |
| 1Y | -33.3% | +180.0% | -213.3% | -40.2% |
| All | -33.3% | +184.3% | -217.6% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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