+735.8%
IVV vs GEN
+1,000.0%
-264.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.2% |
| 7D | -4.8% | +8.5% | -13.3% | -6.5% |
| 30D | -5.9% | +34.2% | -40.1% | -12.2% |
| 3M | -4.5% | +10.0% | -14.5% | -7.4% |
| 6M | +1.8% | +56.8% | -54.9% | -9.3% |
| YTD | +8.4% | +14.2% | -5.9% | +3.1% |
| 1Y | +9.4% | +20.8% | -11.4% | +2.7% |
| 3Y | +75.3% | +84.1% | -8.8% | +47.9% |
| 5Y | +67.8% | +37.1% | +30.7% | +48.8% |
| 10Y | +314.2% | +171.5% | +142.7% | +197.8% |
| All | +735.8% | +1,000.0% | -264.2% | +293.3% |
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