-1.5%
REGN vs VT
+76.6%
-78.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | -1.6% | +1.0% | -2.7% | -2.3% |
| 30D | +3.4% | -0.2% | +3.7% | +3.6% |
| 3M | +32.7% | +4.5% | +28.2% | +28.6% |
| 6M | +6.9% | +14.1% | -7.1% | -2.8% |
| YTD | +5.4% | +14.8% | -9.4% | -4.7% |
| 1Y | +45.8% | +21.2% | +24.7% | +26.7% |
| 3Y | -1.5% | +76.6% | -78.1% | -33.7% |
| All | -1.5% | +76.6% | -78.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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