+433.2%
SNXX vs IVV
+10.9%
+422.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +4.5% |
| 7D | +26.7% | +0.5% | +26.2% | +20.6% |
| 30D | +90.7% | -1.0% | +91.6% | +103.4% |
| 3M | -30.9% | +3.9% | -34.7% | -39.5% |
| 6M | +409.9% | +14.5% | +395.4% | +177.0% |
| All | +433.2% | +10.9% | +422.3% | +221.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling