+10.5%
SOFI vs IVV
+81.6%
-71.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -2.9% |
| 7D | -2.9% | -0.4% | -2.5% | -2.0% |
| 30D | -4.4% | -1.4% | -3.0% | -1.1% |
| 3M | +5.2% | +3.7% | +1.5% | -1.6% |
| 6M | -7.8% | +13.0% | -20.8% | -27.9% |
| YTD | -33.8% | +12.4% | -46.3% | -47.5% |
| 1Y | -33.3% | +18.6% | -51.9% | -51.7% |
| 3Y | +102.7% | +78.1% | +24.6% | -30.8% |
| 5Y | +10.5% | +82.3% | -71.8% | -58.9% |
| All | +10.5% | +81.6% | -71.1% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling