+23.4%
REGN vs VOO
+82.8%
-59.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.0% |
| 7D | -5.6% | -0.8% | -4.8% | -5.2% |
| 30D | -2.0% | -1.1% | -0.9% | -1.3% |
| 3M | +28.0% | +3.9% | +24.1% | +24.9% |
| 6M | +1.2% | +13.6% | -12.5% | -6.5% |
| YTD | +1.6% | +12.7% | -11.1% | -5.6% |
| 1Y | +38.2% | +17.6% | +20.7% | +25.0% |
| 3Y | -5.4% | +77.3% | -82.7% | -33.0% |
| All | +23.4% | +82.8% | -59.5% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling