+15.4%
SOFI vs VTI
+74.4%
-59.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | -1.2% |
| 7D | -4.9% | -0.9% | -4.0% | -3.0% |
| 30D | -3.5% | -1.4% | -2.0% | +0.1% |
| 3M | +3.9% | +3.6% | +0.3% | -2.8% |
| 6M | -6.5% | +13.6% | -20.1% | -28.0% |
| YTD | -33.8% | +12.9% | -46.8% | -48.2% |
| 1Y | -33.3% | +17.2% | -50.5% | -50.7% |
| 3Y | +94.6% | +75.7% | +18.9% | -33.0% |
| All | +15.4% | +74.4% | -59.0% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 5y: compounded portfolio wealth divided by compounded VTI 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…
5y analysis · Full analysis span regression · 6 months rolling