+1.3%
RGEN vs VICR
+209.3%
-208.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +11.2% | -10.9% | -1.6% |
| 7D | -1.4% | +5.0% | -6.4% | -2.4% |
| 30D | -0.3% | -12.5% | +12.2% | +1.4% |
| 3M | +23.9% | -33.6% | +57.5% | +29.3% |
| 6M | +38.5% | +10.7% | +27.9% | +22.4% |
| YTD | +0.8% | +80.6% | -79.8% | -23.1% |
| 1Y | +38.2% | +288.4% | -250.1% | -16.8% |
| 3Y | +1.3% | +213.8% | -212.5% | -42.7% |
| All | +1.3% | +209.3% | -208.0% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling