+123.4%
VRT vs SOFI
-25.1%
+148.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +5.9% | +4.8% |
| 7D | +9.1% | +0.9% | +8.2% | +8.7% |
| 30D | +0.9% | -0.2% | +1.1% | +0.8% |
| 3M | -13.4% | +6.2% | -19.6% | -15.4% |
| 6M | +11.7% | -2.6% | +14.3% | +10.0% |
| YTD | +73.2% | -30.4% | +103.6% | +85.5% |
| 1Y | +123.4% | -28.2% | +151.6% | +148.7% |
| All | +123.4% | -25.1% | +148.5% | +148.7% |
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 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