+94.7%
SOFI vs VXUS
+73.0%
+21.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -2.3% |
| 7D | -2.9% | +0.3% | -3.1% | -3.3% |
| 30D | -4.4% | +0.7% | -5.0% | -5.2% |
| 3M | +5.2% | +4.8% | +0.5% | -3.0% |
| 6M | -7.8% | +11.3% | -19.1% | -24.8% |
| YTD | -33.8% | +16.5% | -50.3% | -51.7% |
| 1Y | -33.3% | +24.3% | -57.5% | -57.3% |
| All | +94.7% | +73.0% | +21.8% | -40.8% |
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