+18.5%
REGN vs VG
-34.8%
+53.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -1.8% |
| 7D | -6.0% | +7.0% | -13.0% | -5.9% |
| 30D | -0.4% | +17.2% | -17.6% | -0.1% |
| 3M | +32.0% | +16.8% | +15.2% | +32.3% |
| 6M | +3.0% | +36.3% | -33.3% | +3.2% |
| YTD | +3.2% | +127.9% | -124.7% | +2.6% |
| 1Y | +43.4% | +11.7% | +31.7% | +44.9% |
| All | +18.5% | -34.8% | +53.3% | +14.1% |
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