-32.6%
SOFI vs IVV
+17.3%
-49.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +1.0% |
| 7D | -7.0% | -2.0% | -5.0% | -1.6% |
| 30D | -4.3% | -1.6% | -2.6% | +0.6% |
| 3M | +8.4% | +4.8% | +3.7% | -3.3% |
| 6M | -5.9% | +12.6% | -18.5% | -29.7% |
| YTD | -34.3% | +11.8% | -46.0% | -50.0% |
| 1Y | -32.6% | +17.6% | -50.1% | -53.3% |
| All | -32.6% | +17.3% | -49.9% | -53.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling