+1.2%
RGEN vs VCLT
+12.6%
-11.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.8% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | +1.2% | +0.1% | +1.0% | +1.1% |
| 3M | +26.8% | -2.9% | +29.7% | +31.3% |
| 6M | +29.1% | -4.0% | +33.0% | +35.4% |
| YTD | +0.7% | -2.2% | +3.0% | +3.9% |
| 1Y | +39.1% | -2.6% | +41.6% | +44.0% |
| All | +1.2% | +12.6% | -11.4% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling