+42.0%
SOFI vs VWO
+39.5%
+2.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | -0.5% |
| 7D | -4.9% | -1.8% | -3.2% | -2.1% |
| 30D | -3.5% | -0.1% | -3.4% | -3.1% |
| 3M | +3.9% | +2.2% | +1.7% | +0.5% |
| 6M | -6.5% | +8.8% | -15.3% | -18.4% |
| YTD | -33.8% | +12.4% | -46.2% | -45.7% |
| 1Y | -33.3% | +15.6% | -48.9% | -47.3% |
| 3Y | +94.6% | +62.5% | +32.1% | -12.4% |
| 5Y | +13.3% | +34.3% | -21.0% | -23.9% |
| All | +42.0% | +39.5% | +2.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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