+20.5%
RGEN vs VLTO
+69.5%
-49.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.6% |
| 7D | -1.9% | +5.4% | -7.3% | -5.6% |
| 30D | +3.7% | +22.3% | -18.6% | -11.3% |
| 3M | +8.8% | +19.6% | -10.8% | -5.4% |
| 6M | +38.0% | +35.2% | +2.8% | +9.2% |
| YTD | +5.9% | +17.9% | -12.0% | -7.1% |
| 1Y | +19.7% | +19.5% | +0.1% | +3.5% |
| 3Y | +20.5% | +73.9% | -53.4% | -12.1% |
| All | +20.5% | +69.5% | -49.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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