+94.6%
SOFI vs VTR
+132.9%
-38.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | -3.5% | +1.1% | -4.6% | -3.8% |
| 3M | +3.9% | +7.9% | -4.0% | -1.1% |
| 6M | -6.5% | +6.2% | -12.7% | -11.0% |
| YTD | -33.8% | +17.7% | -51.6% | -41.1% |
| 1Y | -33.3% | +32.9% | -66.2% | -45.9% |
| 3Y | +94.6% | +129.7% | -35.1% | -9.5% |
| All | +94.6% | +132.9% | -38.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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