+49.3%
SOFI vs IVV
+121.8%
-72.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.7% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -0.2% | +0.1% | -0.2% | +0.1% |
| 3M | +6.2% | +2.0% | +4.2% | +3.1% |
| 6M | -2.6% | +13.0% | -15.6% | -23.6% |
| YTD | -30.4% | +13.6% | -44.0% | -45.8% |
| 1Y | -28.2% | +20.1% | -48.3% | -49.1% |
| 3Y | +107.3% | +77.6% | +29.7% | -27.2% |
| 5Y | +20.2% | +82.5% | -62.3% | -56.0% |
| All | +49.3% | +121.8% | -72.5% | -66.0% |
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