+94.6%
SOFI vs VYM
+65.1%
+29.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | -1.0% |
| 7D | -4.9% | -0.8% | -4.1% | -3.0% |
| 30D | -3.5% | -2.2% | -1.2% | +2.4% |
| 3M | +3.9% | +3.1% | +0.8% | -3.2% |
| 6M | -6.5% | +9.7% | -16.2% | -25.3% |
| YTD | -33.8% | +14.9% | -48.7% | -53.2% |
| 1Y | -33.3% | +17.6% | -50.8% | -55.2% |
| 3Y | +94.6% | +65.3% | +29.3% | -45.8% |
| All | +94.6% | +65.1% | +29.5% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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