+15.4%
SOFI vs VTR
+87.5%
-72.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | -3.5% | +1.1% | -4.6% | -4.1% |
| 3M | +3.9% | +7.9% | -4.0% | -2.6% |
| 6M | -6.5% | +6.2% | -12.7% | -12.4% |
| YTD | -33.8% | +17.7% | -51.6% | -42.6% |
| 1Y | -33.3% | +32.9% | -66.2% | -47.7% |
| 3Y | +94.6% | +129.7% | -35.1% | -3.1% |
| All | +15.4% | +87.5% | -72.2% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling