+5,226.7%
RGEN vs VEU
+174.2%
+5,052.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -3.3% | +2.1% | -5.4% | -4.8% |
| 30D | -5.8% | -0.9% | -4.9% | -5.0% |
| 3M | +0.2% | -5.4% | +5.6% | +4.7% |
| 6M | +56.8% | -1.8% | +58.6% | +58.7% |
| YTD | +2.4% | +10.9% | -8.5% | -5.3% |
| 1Y | +11.4% | +13.6% | -2.1% | +1.3% |
| 3Y | +15.2% | +69.3% | -54.1% | -20.3% |
| 5Y | -35.1% | +48.1% | -83.2% | -49.9% |
| 10Y | +419.6% | +148.0% | +271.6% | +190.3% |
| All | +5,226.7% | +174.2% | +5,052.5% | +2,450.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling