-40.8%
SOFI vs VTRS
+90.6%
-131.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.1% | +3.1% |
| 7D | +1.4% | +2.4% | -1.0% | +0.6% |
| 30D | +9.2% | +9.1% | +0.1% | +6.1% |
| 3M | -7.1% | +9.4% | -16.5% | -10.0% |
| 6M | +7.3% | +28.3% | -21.0% | -2.4% |
| YTD | -33.6% | +58.0% | -91.6% | -45.6% |
| 1Y | -40.8% | +89.7% | -130.5% | -56.8% |
| All | -40.8% | +90.6% | -131.5% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling