-92.3%
SOC price history and return analytics
+71.7%
-164.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | -62.4% | -0.7% | -61.7% | -62.5% |
| 30D | -80.0% | -1.7% | -78.3% | -80.0% |
| 3M | -84.0% | -2.3% | -81.7% | -83.9% |
| 6M | -94.4% | +1.5% | -95.9% | -94.5% |
| YTD | -91.7% | +12.0% | -103.8% | -92.5% |
| 1Y | -89.7% | +12.9% | -102.6% | -90.7% |
| 3Y | -92.9% | +74.9% | -167.9% | -94.3% |
| 5Y | -92.4% | +59.9% | -152.3% | -93.8% |
| All | -92.3% | +71.7% | -164.0% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling