+15.4%
SOFI price history and return analytics
+65.7%
-50.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -1.4% |
| 7D | -4.9% | -1.1% | -3.8% | -2.4% |
| 30D | -3.5% | -1.0% | -2.5% | -0.7% |
| 3M | +3.9% | +3.2% | +0.7% | -2.3% |
| 6M | -6.5% | +12.5% | -19.0% | -27.9% |
| YTD | -33.8% | +14.1% | -47.9% | -50.6% |
| 1Y | -33.3% | +18.9% | -52.2% | -54.0% |
| 3Y | +94.6% | +74.1% | +20.5% | -38.2% |
| All | +15.4% | +65.7% | -50.3% | -51.2% |
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