+49.3%
SOFI vs VT
+92.9%
-43.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +0.9% | +0.4% | +0.4% | 0.0% |
| 30D | -0.2% | +1.0% | -1.1% | -1.9% |
| 3M | +6.2% | +2.4% | +3.9% | +2.0% |
| 6M | -2.6% | +12.0% | -14.6% | -23.7% |
| YTD | -30.4% | +15.3% | -45.7% | -49.0% |
| 1Y | -28.2% | +22.6% | -50.8% | -53.3% |
| 3Y | +107.3% | +74.7% | +32.6% | -32.2% |
| 5Y | +20.2% | +66.1% | -46.0% | -51.5% |
| All | +49.3% | +92.9% | -43.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling