+49.3%
SOFI vs VXUS
+70.7%
-21.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -2.5% |
| 7D | +0.9% | +1.0% | -0.1% | -0.9% |
| 30D | -0.2% | +2.2% | -2.4% | -3.8% |
| 3M | +6.2% | +3.0% | +3.3% | +1.3% |
| 6M | -2.6% | +10.7% | -13.2% | -19.5% |
| YTD | -30.4% | +17.8% | -48.2% | -49.5% |
| 1Y | -28.2% | +27.6% | -55.8% | -55.1% |
| 3Y | +107.3% | +73.3% | +34.0% | -24.9% |
| 5Y | +20.2% | +54.3% | -34.1% | -42.7% |
| All | +49.3% | +70.7% | -21.4% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling