+94.6%
SOFI vs VTEB
+8.6%
+86.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | -0.1% |
| 7D | -4.9% | -0.9% | -4.0% | -3.1% |
| 30D | -3.5% | -2.5% | -0.9% | +1.9% |
| 3M | +3.9% | -3.0% | +6.9% | +10.8% |
| 6M | -6.5% | -2.1% | -4.4% | -1.6% |
| YTD | -33.8% | -1.5% | -32.4% | -31.1% |
| 1Y | -33.3% | +0.2% | -33.4% | -32.4% |
| 3Y | +94.6% | +8.6% | +86.1% | +45.7% |
| All | +94.6% | +8.6% | +86.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling