+404.4%
SNXX vs IVV
+9.8%
+394.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -3.6% |
| 7D | +16.8% | -2.0% | +18.8% | +34.5% |
| 30D | +65.3% | -1.6% | +66.9% | +85.6% |
| 3M | -34.8% | +4.8% | -39.5% | -44.6% |
| 6M | +255.1% | +12.6% | +242.6% | +113.8% |
| All | +404.4% | +9.8% | +394.6% | +227.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling