+364.4%
IGV vs GEN
+150.6%
+213.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -1.5% | -2.9% | +1.4% | -0.5% |
| 30D | -3.0% | +2.1% | -5.1% | -3.7% |
| 3M | +9.6% | +19.7% | -10.1% | +2.8% |
| 6M | +16.1% | +33.3% | -17.1% | +4.7% |
| YTD | -3.6% | +11.1% | -14.7% | -7.7% |
| 1Y | -7.8% | +3.0% | -10.8% | -9.6% |
| 3Y | +40.0% | +57.9% | -17.9% | +18.3% |
| 5Y | +21.2% | +20.6% | +0.6% | +9.1% |
| 10Y | +364.4% | +153.2% | +211.2% | +206.3% |
| All | +364.4% | +150.6% | +213.8% | +206.3% |
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