+6,556.1%
REGN vs VT
+360.7%
+6,195.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.6% | +3.8% |
| 7D | +3.1% | -0.7% | +3.8% | +3.7% |
| 30D | +25.8% | -1.7% | +27.5% | +27.2% |
| 3M | +20.5% | -2.3% | +22.8% | +22.4% |
| 6M | +35.0% | +1.5% | +33.4% | +32.2% |
| YTD | +24.8% | +12.0% | +12.7% | +12.4% |
| 1Y | +43.0% | +12.9% | +30.1% | +27.8% |
| 3Y | +21.2% | +74.9% | -53.7% | -25.8% |
| 5Y | +54.5% | +59.9% | -5.4% | +0.3% |
| 10Y | +130.7% | +224.6% | -93.9% | -24.4% |
| All | +6,556.1% | +360.7% | +6,195.5% | +1,676.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling