-67.7%
SOFX price history and return analytics
+35.0%
-102.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -5.3% |
| 7D | -5.6% | +2.9% | -8.5% | -17.8% |
| 30D | -1.2% | -2.5% | +1.3% | +15.4% |
| 3M | -33.8% | -3.3% | -30.5% | -18.0% |
| 6M | -27.0% | +1.5% | -28.6% | -25.2% |
| YTD | -77.6% | +11.4% | -89.0% | -85.4% |
| 1Y | -86.4% | +11.9% | -98.3% | -91.0% |
| All | -67.7% | +35.0% | -102.7% | -87.3% |
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