+5,072.8%
RGEN vs VIG
+623.5%
+4,449.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -4.9% | -0.4% | -4.5% | -4.5% |
| 30D | +5.7% | -1.0% | +6.6% | +6.7% |
| 3M | +32.4% | +2.8% | +29.7% | +28.8% |
| 6M | +33.2% | +8.2% | +25.0% | +23.1% |
| YTD | +2.3% | +11.0% | -8.7% | -7.8% |
| 1Y | +39.0% | +16.1% | +22.9% | +20.0% |
| 3Y | -4.6% | +56.2% | -60.8% | -37.2% |
| 5Y | -42.7% | +63.0% | -105.7% | -62.9% |
| 10Y | +433.6% | +241.4% | +192.2% | +75.8% |
| All | +5,072.8% | +623.5% | +4,449.3% | +660.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling