+23.4%
REGN vs VSH
+74.2%
-50.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.1% | -7.6% | -2.3% |
| 7D | -5.6% | +4.8% | -10.3% | -6.2% |
| 30D | -2.0% | -0.7% | -1.3% | -2.0% |
| 3M | +28.0% | -43.1% | +71.0% | +36.5% |
| 6M | +1.2% | +91.8% | -90.6% | -15.3% |
| YTD | +1.6% | +131.6% | -130.0% | -18.6% |
| 1Y | +38.2% | +118.1% | -79.8% | +11.3% |
| 3Y | -5.4% | +40.9% | -46.3% | -19.4% |
| All | +23.4% | +74.2% | -50.8% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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