+15.4%
SOFI vs VZ
+27.6%
-12.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.6% | +0.6% |
| 7D | -4.9% | +0.9% | -5.9% | -5.0% |
| 30D | -3.5% | +7.7% | -11.2% | -3.7% |
| 3M | +3.9% | +9.7% | -5.8% | +3.7% |
| 6M | -6.5% | +3.1% | -9.6% | -6.4% |
| YTD | -33.8% | +30.5% | -64.3% | -35.0% |
| 1Y | -33.3% | +22.5% | -55.8% | -34.0% |
| 3Y | +94.6% | +82.4% | +12.2% | +65.3% |
| All | +15.4% | +27.6% | -12.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 5y: compounded portfolio wealth divided by compounded VZ 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…
5y analysis · Full analysis span regression · 6 months rolling