+1,477.9%
VRT vs SOFI
+43.1%
+1,434.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +4.0% |
| 7D | +13.6% | +5.6% | +8.0% | +11.7% |
| 30D | +6.8% | -2.0% | +8.8% | +7.1% |
| 3M | -3.2% | +9.2% | -12.4% | -6.0% |
| 6M | +20.3% | -4.7% | +25.0% | +20.3% |
| YTD | +79.6% | -31.2% | +110.8% | +96.2% |
| 1Y | +139.0% | -30.6% | +169.6% | +157.5% |
| 3Y | +644.6% | +110.6% | +534.0% | +478.9% |
| 5Y | +1,024.4% | +16.4% | +1,007.9% | +750.8% |
| All | +1,477.9% | +43.1% | +1,434.8% | +1,074.7% |
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 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