+104.3%
V vs SOFI
+22.5%
+81.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +0.9% | -4.9% | +5.8% | +1.3% |
| 30D | +9.0% | +8.4% | +0.5% | +8.2% |
| 3M | +16.7% | -16.3% | +33.1% | +18.0% |
| 6M | +33.4% | +0.7% | +32.7% | +32.6% |
| YTD | +22.4% | -41.1% | +63.5% | +26.3% |
| 1Y | +27.7% | -45.7% | +73.4% | +32.4% |
| 3Y | +78.0% | +119.0% | -41.1% | +61.4% |
| 5Y | +108.5% | -32.2% | +140.8% | +86.6% |
| All | +104.3% | +22.5% | +81.9% | +80.7% |
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