+41.1%
SOFI vs IVV
+118.3%
-77.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.6% |
| 7D | -7.0% | -2.0% | -5.0% | -2.9% |
| 30D | -4.3% | -1.6% | -2.6% | -0.5% |
| 3M | +8.4% | +4.8% | +3.7% | -0.7% |
| 6M | -5.9% | +12.6% | -18.5% | -25.4% |
| YTD | -34.3% | +11.8% | -46.0% | -47.0% |
| 1Y | -32.6% | +17.6% | -50.1% | -50.0% |
| 3Y | +101.3% | +77.0% | +24.3% | -28.6% |
| 5Y | +12.6% | +82.6% | -70.0% | -58.4% |
| All | +41.1% | +118.3% | -77.2% | -66.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling