+42.0%
SOFI vs IGV
+43.7%
-1.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.2% |
| 7D | -4.9% | -2.9% | -2.0% | -1.1% |
| 30D | -3.5% | -1.5% | -1.9% | -2.5% |
| 3M | +3.9% | +11.7% | -7.8% | -12.4% |
| 6M | -6.5% | +18.4% | -25.0% | -28.8% |
| YTD | -33.8% | -3.9% | -29.9% | -32.5% |
| 1Y | -33.3% | -9.7% | -23.6% | -24.2% |
| 3Y | +94.6% | +38.4% | +56.2% | +24.3% |
| 5Y | +13.3% | +21.6% | -8.3% | -4.2% |
| All | +42.0% | +43.7% | -1.7% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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