-91.6%
SOC price history and return analytics
+74.1%
-165.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -54.4% | +2.6% | -57.0% | -56.5% |
| 7D | -64.2% | +0.4% | -64.6% | -65.2% |
| 30D | -76.3% | -2.6% | -73.7% | -76.2% |
| 3M | -81.5% | -3.2% | -78.2% | -81.3% |
| 6M | -93.2% | +0.9% | -94.1% | -93.6% |
| YTD | -90.2% | +11.3% | -101.6% | -92.3% |
| 1Y | -83.5% | +14.0% | -97.5% | -87.4% |
| 3Y | -91.6% | +75.8% | -167.5% | -95.0% |
| All | -91.6% | +74.1% | -165.7% | -95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling