+313.4%
IVV vs GEN
+156.5%
+156.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.9% |
| 7D | -0.9% | -0.8% | -0.1% | -0.8% |
| 30D | -2.3% | +31.2% | -33.5% | -7.9% |
| 3M | -1.2% | +6.1% | -7.2% | -3.0% |
| 6M | +3.3% | +38.1% | -34.8% | -4.6% |
| YTD | +12.3% | +14.4% | -2.1% | +7.5% |
| 1Y | +12.5% | +15.1% | -2.6% | +7.4% |
| 3Y | +79.2% | +68.5% | +10.7% | +56.0% |
| 5Y | +75.6% | +35.8% | +39.8% | +57.4% |
| 10Y | +313.4% | +155.4% | +158.0% | +211.8% |
| All | +313.4% | +156.5% | +156.9% | +211.8% |
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