+306.5%
IVV vs GEN
+157.3%
+149.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +0.9% |
| 7D | -2.7% | +2.3% | -5.0% | -3.1% |
| 30D | -5.4% | +33.1% | -38.4% | -11.0% |
| 3M | -4.1% | +6.5% | -10.5% | -6.0% |
| 6M | +0.7% | +53.8% | -53.1% | -9.4% |
| YTD | +8.7% | +11.2% | -2.5% | +4.6% |
| 1Y | +11.0% | +19.4% | -8.4% | +5.0% |
| 3Y | +75.4% | +81.0% | -5.6% | +50.3% |
| 5Y | +68.3% | +33.4% | +34.9% | +51.3% |
| All | +306.5% | +157.3% | +149.2% | +206.9% |
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