-68.5%
SOFX price history and return analytics
+34.6%
-103.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -1.0% |
| 7D | -9.9% | +2.4% | -12.2% | -19.5% |
| 30D | +11.3% | -1.5% | +12.8% | +22.9% |
| 3M | -38.5% | -4.1% | -34.4% | -20.8% |
| 6M | -22.6% | +0.6% | -23.2% | -16.6% |
| YTD | -78.2% | +11.0% | -89.2% | -85.5% |
| 1Y | -82.6% | +13.3% | -95.9% | -89.5% |
| All | -68.5% | +34.6% | -103.1% | -87.5% |
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