+52.0%
V vs SOFI
+100.3%
-48.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.4% | 0.0% |
| 7D | -2.9% | -2.9% | -0.1% | -2.7% |
| 30D | +1.9% | -4.4% | +6.2% | +2.2% |
| 3M | +13.2% | +5.2% | +8.0% | +12.3% |
| 6M | +16.7% | -7.8% | +24.5% | +16.7% |
| YTD | +5.4% | -33.8% | +39.2% | +8.7% |
| 1Y | +7.7% | -33.3% | +40.9% | +10.1% |
| All | +52.0% | +100.3% | -48.3% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling