+8,763.6%
REGN vs VNQ
+386.3%
+8,377.4%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.9% |
| 7D | -5.6% | -1.3% | -4.3% | -4.9% |
| 30D | -2.0% | -2.6% | +0.6% | -0.6% |
| 3M | +28.0% | -2.0% | +30.0% | +29.3% |
| 6M | +1.2% | +4.3% | -3.2% | -1.2% |
| YTD | +1.6% | +9.2% | -7.6% | -3.3% |
| 1Y | +38.2% | +5.6% | +32.6% | +33.8% |
| 3Y | -5.4% | +30.8% | -36.2% | -19.0% |
| 5Y | +21.3% | +8.0% | +13.3% | +13.2% |
| 10Y | +105.2% | +63.7% | +41.5% | +43.2% |
| All | +8,763.6% | +386.3% | +8,377.4% | +2,374.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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