+34.2%
SOFI vs IVV
+116.6%
-82.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.5% |
| 7D | -2.4% | -0.6% | -1.8% | -1.0% |
| 30D | +3.6% | -3.7% | +7.3% | +12.7% |
| 3M | -9.7% | -2.7% | -6.9% | -3.4% |
| 6M | +3.9% | +2.2% | +1.7% | +1.1% |
| YTD | -37.5% | +10.9% | -48.4% | -48.5% |
| 1Y | -46.4% | +11.3% | -57.7% | -55.8% |
| 3Y | +135.9% | +76.9% | +59.0% | -16.4% |
| 5Y | -19.8% | +73.5% | -93.3% | -67.8% |
| All | +34.2% | +116.6% | -82.4% | -67.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling