+42.0%
SOFI vs VUG
+113.9%
-71.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.9% |
| 7D | -4.9% | -0.5% | -4.5% | -4.1% |
| 30D | -3.5% | -1.0% | -2.5% | -1.5% |
| 3M | +3.9% | +3.5% | +0.4% | -1.3% |
| 6M | -6.5% | +14.2% | -20.7% | -24.2% |
| YTD | -33.8% | +8.5% | -42.3% | -41.3% |
| 1Y | -33.3% | +12.9% | -46.2% | -43.4% |
| 3Y | +94.6% | +85.6% | +9.0% | -23.0% |
| 5Y | +13.3% | +78.1% | -64.9% | -46.4% |
| All | +42.0% | +113.9% | -71.9% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 10y: compounded portfolio wealth divided by compounded VUG 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…
10y analysis · Full analysis span regression · 6 months rolling