+14.8%
IVV vs SNOW
+7.5%
+7.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.7% |
| 7D | -0.7% | -14.5% | +13.8% | +0.1% |
| 30D | -1.0% | -14.3% | +13.2% | -0.3% |
| 3M | -0.3% | -8.3% | +8.0% | 0.0% |
| 6M | +7.4% | +101.5% | -94.2% | +3.7% |
| YTD | +13.4% | +32.5% | -19.1% | +13.1% |
| 1Y | +14.8% | +9.5% | +5.3% | +16.4% |
| All | +14.8% | +7.5% | +7.3% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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