+735.8%
IVV vs SNPS
+2,044.6%
-1,308.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.9% | +0.5% | -2.9% |
| 7D | -4.8% | -10.2% | +5.4% | -1.6% |
| 30D | -5.9% | -12.8% | +6.9% | -2.1% |
| 3M | -4.5% | +9.9% | -14.4% | -8.3% |
| 6M | +1.8% | -12.4% | +14.2% | +4.2% |
| YTD | +8.4% | -6.3% | +14.6% | +7.4% |
| 1Y | +9.4% | +7.6% | +1.8% | +3.6% |
| 3Y | +75.3% | -9.8% | +85.0% | +62.0% |
| 5Y | +67.8% | +29.2% | +38.6% | +34.3% |
| 10Y | +314.2% | +663.8% | -349.6% | +85.2% |
| All | +735.8% | +2,044.6% | -1,308.7% | +152.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling