+306.5%
IVV vs RGEN
+527.2%
-220.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.0% | -2.6% | -0.2% |
| 7D | -2.7% | -1.9% | -0.8% | -2.4% |
| 30D | -5.4% | +3.7% | -9.1% | -6.1% |
| 3M | -4.1% | +8.8% | -12.9% | -6.0% |
| 6M | +0.7% | +38.0% | -37.2% | -6.1% |
| YTD | +8.7% | +5.9% | +2.9% | +5.9% |
| 1Y | +11.0% | +19.7% | -8.7% | +5.5% |
| 3Y | +75.4% | +20.5% | +54.9% | +60.0% |
| 5Y | +68.3% | -35.0% | +103.3% | +64.5% |
| All | +306.5% | +527.2% | -220.7% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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