+13.8%
VRT vs SOFI
-40.7%
+54.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.6% | -16.5% | -14.2% |
| 7D | -15.4% | +1.4% | -16.8% | -15.9% |
| 30D | -19.0% | +9.2% | -28.1% | -21.6% |
| 3M | -23.8% | -7.1% | -16.8% | -22.2% |
| 6M | -37.9% | +7.3% | -45.2% | -40.0% |
| YTD | +27.0% | -33.6% | +60.6% | +40.2% |
| 1Y | +13.8% | -40.8% | +54.6% | +30.5% |
| All | +13.8% | -40.7% | +54.5% | +30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling