+21.3%
RGEN vs VICR
+76.0%
-54.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -11.1% | +11.1% | +0.6% |
| 7D | -3.5% | -26.6% | +23.1% | -1.8% |
| 30D | -6.0% | -47.9% | +42.0% | -2.9% |
| 3M | +19.0% | -29.8% | +48.7% | +20.2% |
| 6M | +50.7% | -36.6% | +87.4% | +47.0% |
| YTD | +8.8% | +45.1% | -36.4% | -13.4% |
| 1Y | +21.3% | +80.0% | -58.7% | -9.0% |
| All | +21.3% | +76.0% | -54.7% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling