+1,294.6%
VRT vs SOFI
+37.6%
+1,257.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.4% |
| 7D | -8.4% | -4.9% | -3.4% | -6.9% |
| 30D | -10.9% | -3.5% | -7.4% | -10.1% |
| 3M | -13.7% | +3.9% | -17.6% | -14.9% |
| 6M | -4.1% | -6.5% | +2.4% | -3.5% |
| YTD | +58.7% | -33.8% | +92.6% | +75.6% |
| 1Y | +89.6% | -33.3% | +122.9% | +107.0% |
| 3Y | +558.1% | +94.6% | +463.5% | +423.2% |
| 5Y | +953.0% | +13.3% | +939.7% | +706.3% |
| All | +1,294.6% | +37.6% | +1,257.1% | +951.6% |
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