+15.2%
RGEN vs VEU
+70.2%
-55.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -3.3% | +2.1% | -5.4% | -5.7% |
| 30D | -5.8% | -0.9% | -4.9% | -4.6% |
| 3M | +0.2% | -5.4% | +5.6% | +7.6% |
| 6M | +56.8% | -1.8% | +58.6% | +58.9% |
| YTD | +2.4% | +10.9% | -8.5% | -13.8% |
| 1Y | +11.4% | +13.6% | -2.1% | -9.4% |
| 3Y | +15.2% | +69.3% | -54.1% | -52.7% |
| All | +15.2% | +70.2% | -55.0% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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