+12.5%
IVV vs GEN
+18.5%
-6.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +1.1% |
| 7D | -0.9% | -0.8% | -0.1% | -0.9% |
| 30D | -2.3% | +31.2% | -33.5% | -4.3% |
| 3M | -1.2% | +6.1% | -7.2% | -1.3% |
| 6M | +3.3% | +38.1% | -34.8% | 0.0% |
| YTD | +12.3% | +14.4% | -2.1% | +10.9% |
| 1Y | +12.5% | +15.1% | -2.6% | +10.9% |
| All | +12.5% | +18.5% | -6.0% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling