-9.8%
IGV vs GEN
+3.4%
-13.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -5.4% | -4.3% | -1.0% | -2.9% |
| 30D | -2.6% | +3.8% | -6.4% | -4.6% |
| 3M | +10.5% | +22.3% | -11.7% | -1.6% |
| 6M | +18.2% | +39.0% | -20.8% | -2.2% |
| YTD | -4.2% | +11.9% | -16.1% | -11.6% |
| 1Y | -9.8% | +4.5% | -14.3% | -14.0% |
| All | -9.8% | +3.4% | -13.3% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GEN 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling