+363.6%
IGV vs GEN
+152.9%
+210.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.6% | -1.1% |
| 7D | +2.3% | +2.0% | +0.3% | +1.6% |
| 30D | -6.0% | +27.7% | -33.7% | -14.3% |
| 3M | -4.8% | +3.3% | -8.0% | -7.0% |
| 6M | +14.2% | +31.8% | -17.6% | +2.5% |
| YTD | -4.2% | +13.5% | -17.7% | -10.1% |
| 1Y | -5.3% | +16.0% | -21.3% | -11.7% |
| 3Y | +38.8% | +70.6% | -31.8% | +13.2% |
| 5Y | +14.2% | +32.1% | -17.9% | -1.2% |
| All | +363.6% | +152.9% | +210.7% | +196.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling