+42.0%
SOFI vs VTEB
+2.3%
+39.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | -0.2% |
| 7D | -4.9% | -0.9% | -4.0% | -2.8% |
| 30D | -3.5% | -2.5% | -0.9% | +2.6% |
| 3M | +3.9% | -3.0% | +6.9% | +11.8% |
| 6M | -6.5% | -2.1% | -4.4% | -1.0% |
| YTD | -33.8% | -1.5% | -32.4% | -30.9% |
| 1Y | -33.3% | +0.2% | -33.4% | -32.8% |
| 3Y | +94.6% | +8.6% | +86.1% | +56.0% |
| 5Y | +13.3% | +1.2% | +12.1% | +15.5% |
| All | +42.0% | +2.3% | +39.7% | +35.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling