-44.0%
RGEN vs VIG
+62.2%
-106.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.2% |
| 7D | -4.6% | -1.2% | -3.4% | -2.8% |
| 30D | +1.2% | -2.8% | +4.0% | +5.9% |
| 3M | +26.8% | +2.5% | +24.4% | +21.8% |
| 6M | +29.1% | +8.1% | +21.0% | +13.7% |
| YTD | +0.7% | +9.6% | -8.8% | -13.1% |
| 1Y | +39.1% | +14.2% | +24.9% | +12.7% |
| 3Y | +2.2% | +56.1% | -53.9% | -48.4% |
| 5Y | -44.0% | +62.8% | -106.8% | -74.7% |
| All | -44.0% | +62.2% | -106.2% | -74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling