+407.7%
RGEN vs VCLT
+21.5%
+386.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -3.3% | -2.3% | -1.0% | -1.7% |
| 30D | -5.8% | +0.8% | -6.6% | -6.3% |
| 3M | +0.2% | -2.7% | +2.9% | +2.1% |
| 6M | +56.8% | -4.3% | +61.1% | +61.9% |
| YTD | +2.4% | -4.3% | +6.7% | +6.1% |
| 1Y | +11.4% | -4.4% | +15.8% | +15.5% |
| 3Y | +15.2% | +13.8% | +1.4% | +6.8% |
| 5Y | -35.1% | -17.0% | -18.1% | -31.1% |
| All | +407.7% | +21.5% | +386.1% | +400.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling