+49.0%
REGN vs VO
+16.3%
+32.7%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.2% | -4.8% |
| 7D | +14.4% | +1.0% | +13.5% | +13.7% |
| 30D | +28.1% | +2.6% | +25.5% | +26.0% |
| 3M | +22.5% | -0.3% | +22.8% | +22.6% |
| 6M | +31.6% | +7.6% | +24.0% | +24.8% |
| YTD | +21.0% | +14.7% | +6.3% | +10.1% |
| 1Y | +49.0% | +16.4% | +32.5% | +36.0% |
| All | +49.0% | +16.3% | +32.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling