+973.2%
IGV vs GEN
+1,652.1%
-678.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | -0.1% | -1.3% |
| 7D | -4.5% | -1.2% | -3.3% | -4.0% |
| 30D | +3.2% | +10.1% | -6.9% | -0.9% |
| 3M | +4.5% | +16.1% | -11.6% | -1.9% |
| 6M | +22.1% | +38.9% | -16.7% | +5.9% |
| YTD | -1.0% | +14.4% | -15.5% | -7.0% |
| 1Y | -2.1% | +5.9% | -8.0% | -5.2% |
| 3Y | +44.6% | +58.8% | -14.2% | +15.7% |
| 5Y | +22.2% | +24.7% | -2.5% | +5.2% |
| 10Y | +364.7% | +163.1% | +201.7% | +158.0% |
| All | +973.2% | +1,652.1% | -678.9% | +97.2% |
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