-74.4%
SOFX price history and return analytics
+18.7%
-93.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | +2.2% |
| 7D | -14.2% | -2.0% | -12.2% | -5.5% |
| 30D | -12.3% | -1.4% | -10.9% | -4.3% |
| 3M | +2.7% | +4.7% | -2.1% | -12.1% |
| 6M | -33.3% | +11.4% | -44.6% | -54.2% |
| YTD | -70.3% | +13.1% | -83.3% | -82.3% |
| 1Y | -74.4% | +19.0% | -93.4% | -85.9% |
| All | -74.4% | +18.7% | -93.1% | -85.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling