+3,991.6%
REGN vs VEU
+188.0%
+3,803.7%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -2.2% |
| 7D | -5.6% | -1.4% | -4.2% | -4.6% |
| 30D | -2.0% | -0.4% | -1.5% | -1.7% |
| 3M | +28.0% | +2.5% | +25.4% | +25.2% |
| 6M | +1.2% | +11.1% | -10.0% | -7.2% |
| YTD | +1.6% | +16.5% | -14.9% | -10.0% |
| 1Y | +38.2% | +22.9% | +15.3% | +17.5% |
| 3Y | -5.4% | +73.4% | -78.8% | -38.0% |
| 5Y | +21.3% | +56.1% | -34.8% | -15.5% |
| 10Y | +105.2% | +153.0% | -47.8% | -5.2% |
| All | +3,991.6% | +188.0% | +3,803.7% | +1,663.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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