+738.6%
IVV vs GEN
+970.9%
-232.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +3.0% | +0.9% |
| 7D | -2.7% | +2.3% | -5.0% | -3.2% |
| 30D | -5.4% | +33.1% | -38.4% | -11.5% |
| 3M | -4.1% | +6.5% | -10.5% | -6.3% |
| 6M | +0.7% | +53.8% | -53.1% | -9.9% |
| YTD | +8.7% | +11.2% | -2.5% | +4.1% |
| 1Y | +11.0% | +19.4% | -8.4% | +4.5% |
| 3Y | +75.4% | +81.0% | -5.6% | +48.6% |
| 5Y | +68.3% | +33.4% | +34.9% | +50.1% |
| 10Y | +315.5% | +164.3% | +151.3% | +200.5% |
| All | +738.6% | +970.9% | -232.2% | +296.9% |
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 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