-49.9%
SOC price history and return analytics
+66.2%
-116.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.6% |
| 7D | +1.7% | +1.0% | +0.7% | +1.2% |
| 30D | +2.1% | -0.2% | +2.3% | +2.2% |
| 3M | -63.0% | +4.5% | -67.6% | -64.3% |
| 6M | -66.2% | +14.1% | -80.3% | -69.3% |
| YTD | -46.2% | +14.8% | -61.0% | -51.4% |
| 1Y | -78.0% | +21.2% | -99.2% | -80.7% |
| 3Y | -53.8% | +76.6% | -130.3% | -62.9% |
| 5Y | -49.9% | +66.6% | -116.5% | -60.0% |
| All | -49.9% | +66.2% | -116.2% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling