+8.9%
RGEN vs VLTO
+56.4%
-47.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.3% |
| 7D | -3.3% | +1.0% | -4.3% | -3.9% |
| 30D | -5.8% | +17.5% | -23.3% | -16.7% |
| 3M | +0.2% | +21.4% | -21.2% | -13.6% |
| 6M | +56.8% | +38.1% | +18.6% | +22.6% |
| YTD | +2.4% | +19.0% | -16.6% | -10.6% |
| 1Y | +11.4% | +20.7% | -9.2% | -4.0% |
| 3Y | +15.2% | +64.3% | -49.1% | -17.1% |
| All | +8.9% | +56.4% | -47.5% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling