+41.1%
SOFI vs VTI
+106.2%
-65.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.7% |
| 7D | -7.0% | -2.0% | -5.0% | -2.7% |
| 30D | -4.3% | -1.9% | -2.3% | +0.4% |
| 3M | +8.4% | +4.5% | +3.9% | -0.3% |
| 6M | -5.9% | +12.6% | -18.5% | -25.8% |
| YTD | -34.3% | +12.0% | -46.3% | -47.4% |
| 1Y | -32.6% | +17.3% | -49.9% | -50.1% |
| 3Y | +101.3% | +75.3% | +25.9% | -29.4% |
| 5Y | +12.6% | +74.0% | -61.4% | -54.8% |
| All | +41.1% | +106.2% | -65.1% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling