+78.8%
IVV vs SNPS
-10.4%
+89.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +3.3% | +5.1% | -1.7% | +2.5% |
| 30D | -2.7% | -6.4% | +3.8% | -1.7% |
| 3M | -1.7% | +12.2% | -13.9% | -4.2% |
| 6M | +3.2% | -9.8% | +13.0% | +4.2% |
| YTD | +12.0% | -1.5% | +13.5% | +10.7% |
| 1Y | +12.1% | +16.0% | -3.9% | +7.4% |
| All | +78.8% | -10.4% | +89.2% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 3y: compounded portfolio wealth divided by compounded SNPS 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…
3y analysis · Full analysis span regression · 6 months rolling