+77.5%
V vs SOFI
+37.6%
+39.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.8% |
| 7D | -1.2% | -4.9% | +3.7% | -0.9% |
| 30D | +3.1% | -3.5% | +6.5% | +3.3% |
| 3M | +16.3% | +3.9% | +12.4% | +15.7% |
| 6M | +20.4% | -6.5% | +26.9% | +20.2% |
| YTD | +6.3% | -33.8% | +40.1% | +8.9% |
| 1Y | +8.7% | -33.3% | +42.0% | +10.7% |
| 3Y | +53.3% | +94.6% | -41.3% | +40.1% |
| 5Y | +71.1% | +13.3% | +57.8% | +51.8% |
| All | +77.5% | +37.6% | +39.9% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 10y: compounded portfolio wealth divided by compounded SOFI 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…
10y analysis · Full analysis span regression · 6 months rolling