+6,499.1%
REGN vs VT
+357.8%
+6,141.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.3% |
| 7D | +5.3% | +2.9% | +2.5% | +2.9% |
| 30D | +26.3% | -2.5% | +28.8% | +28.6% |
| 3M | +19.3% | -3.3% | +22.7% | +22.3% |
| 6M | +31.8% | +1.5% | +30.3% | +29.2% |
| YTD | +23.7% | +11.4% | +12.4% | +12.0% |
| 1Y | +40.2% | +11.9% | +28.3% | +26.3% |
| 3Y | +20.2% | +73.9% | -53.7% | -26.1% |
| 5Y | +52.1% | +57.9% | -5.8% | -0.2% |
| 10Y | +128.7% | +222.6% | -93.9% | -24.7% |
| All | +6,499.1% | +357.8% | +6,141.3% | +1,670.3% |
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