-56.3%
SOFX price history and return analytics
+38.2%
-94.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -4.2% |
| 7D | -6.3% | -0.1% | -6.2% | -5.3% |
| 30D | -12.2% | -0.7% | -11.5% | -7.2% |
| 3M | -3.3% | +4.0% | -7.3% | -15.4% |
| 6M | -35.7% | +12.3% | -48.0% | -60.4% |
| YTD | -69.7% | +14.0% | -83.8% | -82.8% |
| 1Y | -74.8% | +20.3% | -95.1% | -88.1% |
| All | -56.3% | +38.2% | -94.5% | -85.1% |
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