-46.7%
SOC price history and return analytics
+74.8%
-121.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.7% |
| 7D | +9.1% | -1.1% | +10.2% | +9.6% |
| 30D | +18.0% | -1.0% | +19.0% | +18.6% |
| 3M | -55.9% | +3.2% | -59.0% | -57.0% |
| 6M | -68.8% | +12.5% | -81.3% | -71.4% |
| YTD | -42.7% | +14.1% | -56.7% | -47.9% |
| 1Y | -77.7% | +18.9% | -96.6% | -80.1% |
| 3Y | -50.0% | +74.1% | -124.1% | -59.5% |
| 5Y | -46.5% | +66.9% | -113.4% | -56.6% |
| All | -46.7% | +74.8% | -121.5% | -57.1% |
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