+42.0%
SOFI vs VZ
+19.6%
+22.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.4% | -3.8% |
| 7D | -2.9% | -1.0% | -1.9% | -2.9% |
| 30D | -4.4% | +5.8% | -10.1% | -4.3% |
| 3M | +5.2% | +10.5% | -5.3% | +5.5% |
| 6M | -7.8% | +1.8% | -9.6% | -7.5% |
| YTD | -33.8% | +28.3% | -62.1% | -33.9% |
| 1Y | -33.3% | +22.0% | -55.2% | -33.2% |
| 3Y | +102.7% | +81.8% | +20.8% | +83.4% |
| 5Y | +10.5% | +25.3% | -14.9% | -4.6% |
| All | +42.0% | +19.6% | +22.5% | +23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling