+402.8%
RGEN vs VIG
+247.5%
+155.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.3% |
| 7D | -2.9% | -2.2% | -0.7% | -0.2% |
| 30D | -0.1% | -3.2% | +3.2% | +4.0% |
| 3M | +25.9% | +3.0% | +22.9% | +21.4% |
| 6M | +35.2% | +8.1% | +27.1% | +23.2% |
| YTD | +0.5% | +9.1% | -8.6% | -9.2% |
| 1Y | +37.0% | +12.6% | +24.4% | +19.5% |
| 3Y | +2.0% | +55.4% | -53.4% | -37.0% |
| 5Y | -44.2% | +62.8% | -107.0% | -66.5% |
| All | +402.8% | +247.5% | +155.3% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling