+1,367.1%
RGEN vs VICR
+11,731.3%
-10,364.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -1.3% |
| 7D | -4.6% | +1.3% | -5.8% | -4.8% |
| 30D | +1.2% | -11.9% | +13.1% | +2.8% |
| 3M | +26.8% | -35.1% | +62.0% | +32.7% |
| 6M | +29.1% | +8.1% | +20.9% | +20.8% |
| YTD | +0.7% | +67.8% | -67.0% | -13.0% |
| 1Y | +39.1% | +267.3% | -228.2% | +4.3% |
| 3Y | +2.2% | +191.2% | -189.0% | -23.6% |
| 5Y | -44.0% | +48.1% | -92.1% | -56.1% |
| 10Y | +412.7% | +1,546.1% | -1,133.4% | +171.6% |
| All | +1,367.1% | +11,731.3% | -10,364.2% | +429.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling