+949.2%
IGV vs GEN
+1,651.2%
-702.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.0% |
| 7D | -1.3% | -0.8% | -0.5% | -0.9% |
| 30D | -8.1% | +31.2% | -39.3% | -18.9% |
| 3M | -1.6% | +6.1% | -7.7% | -5.8% |
| 6M | +12.7% | +38.1% | -25.4% | -3.5% |
| YTD | -3.3% | +14.4% | -17.6% | -10.7% |
| 1Y | -7.9% | +15.1% | -23.0% | -15.3% |
| 3Y | +40.3% | +68.5% | -28.2% | +7.9% |
| 5Y | +17.3% | +35.8% | -18.5% | -4.2% |
| 10Y | +362.3% | +155.4% | +206.9% | +156.1% |
| All | +949.2% | +1,651.2% | -702.0% | +89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling