+26.4%
SOFI vs IVV
+117.8%
-91.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.5% |
| 7D | -4.9% | +2.6% | -7.4% | -9.9% |
| 30D | +8.4% | -2.0% | +10.4% | +13.6% |
| 3M | -16.3% | -2.8% | -13.6% | -10.5% |
| 6M | +0.7% | +2.2% | -1.4% | -1.9% |
| YTD | -41.1% | +11.5% | -52.6% | -52.1% |
| 1Y | -45.7% | +13.5% | -59.2% | -57.2% |
| 3Y | +119.0% | +78.1% | +40.9% | -23.5% |
| 5Y | -32.2% | +73.1% | -105.4% | -72.7% |
| All | +26.4% | +117.8% | -91.4% | -69.9% |
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