+3,369.2%
RGEN vs VCLT
+99.5%
+3,269.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.0% |
| 7D | -1.2% | -1.9% | +0.7% | -0.3% |
| 30D | -5.1% | +1.4% | -6.5% | -5.6% |
| 3M | +0.5% | -1.8% | +2.3% | +1.2% |
| 6M | +46.6% | -3.9% | +50.5% | +49.2% |
| YTD | +1.6% | -3.9% | +5.5% | +3.6% |
| 1Y | +5.4% | -4.7% | +10.1% | +7.8% |
| 3Y | +12.8% | +14.1% | -1.2% | +8.7% |
| 5Y | -35.6% | -16.6% | -19.0% | -35.6% |
| 10Y | +415.7% | +21.4% | +394.3% | +443.9% |
| All | +3,369.2% | +99.5% | +3,269.7% | +3,962.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling