+368.8%
SNXX vs IVV
+10.7%
+358.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.9% | -13.1% |
| 7D | -12.0% | -0.8% | -11.3% | -7.5% |
| 30D | +37.9% | -1.1% | +39.0% | +47.4% |
| 3M | -52.7% | +3.9% | -56.6% | -59.1% |
| 6M | +194.8% | +13.6% | +181.2% | +65.2% |
| All | +368.8% | +10.7% | +358.0% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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