+119.0%
SOFI vs VXUS
+69.0%
+50.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -4.9% | +2.1% | -7.0% | -8.5% |
| 30D | +8.4% | -1.1% | +9.6% | +11.3% |
| 3M | -16.3% | -5.6% | -10.7% | -6.2% |
| 6M | +0.7% | -2.3% | +3.0% | +6.2% |
| YTD | -41.1% | +10.4% | -51.5% | -52.0% |
| 1Y | -45.7% | +13.1% | -58.7% | -57.9% |
| 3Y | +119.0% | +68.0% | +51.0% | -30.9% |
| All | +119.0% | +69.0% | +50.1% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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