+47.6%
SOFI vs VT
+91.9%
-44.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | 0.0% |
| 7D | +5.6% | +1.0% | +4.6% | +3.3% |
| 30D | -2.0% | -0.2% | -1.8% | -1.0% |
| 3M | +9.2% | +4.5% | +4.6% | -0.2% |
| 6M | -4.7% | +14.1% | -18.8% | -28.4% |
| YTD | -31.2% | +14.8% | -46.0% | -49.0% |
| 1Y | -30.6% | +21.2% | -51.8% | -53.7% |
| 3Y | +110.6% | +76.6% | +34.1% | -32.6% |
| 5Y | +16.4% | +66.6% | -50.2% | -53.0% |
| All | +47.6% | +91.9% | -44.3% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling