+79.7%
V vs SOFI
+44.7%
+35.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | -1.7% | +0.9% | -2.6% | -1.8% |
| 30D | +2.0% | -0.2% | +2.1% | +1.9% |
| 3M | +17.4% | +6.2% | +11.1% | +16.5% |
| 6M | +17.5% | -2.6% | +20.1% | +17.0% |
| YTD | +7.6% | -30.4% | +38.0% | +9.8% |
| 1Y | +7.7% | -28.2% | +35.9% | +9.1% |
| 3Y | +54.7% | +107.3% | -52.6% | +40.6% |
| 5Y | +73.0% | +20.2% | +52.9% | +53.0% |
| All | +79.7% | +44.7% | +35.0% | +57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling