+42.1%
REGN vs VG
-44.1%
+86.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.7% | -5.6% | -0.8% |
| 7D | +5.3% | +15.1% | -9.8% | +5.6% |
| 30D | +26.3% | -4.2% | +30.5% | +26.2% |
| 3M | +19.3% | -3.1% | +22.4% | +19.3% |
| 6M | +31.8% | +0.3% | +31.5% | +31.9% |
| YTD | +23.7% | +95.5% | -71.8% | +22.7% |
| 1Y | +40.2% | +64.4% | -24.2% | +39.5% |
| All | +42.1% | -44.1% | +86.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling