-93.6%
SOC price history and return analytics
+70.7%
-164.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.2% | -16.5% |
| 7D | -65.9% | +2.9% | -68.8% | -66.7% |
| 30D | -82.9% | -2.5% | -80.4% | -82.8% |
| 3M | -85.8% | -3.3% | -82.5% | -85.7% |
| 6M | -95.6% | +1.5% | -97.1% | -95.7% |
| YTD | -93.1% | +11.4% | -104.5% | -93.7% |
| 1Y | -90.3% | +11.9% | -102.2% | -91.2% |
| 3Y | -94.1% | +73.9% | -168.0% | -95.2% |
| 5Y | -93.7% | +57.9% | -151.5% | -94.8% |
| All | -93.6% | +70.7% | -164.3% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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