+21.3%
RGEN vs VO
+16.3%
+5.0%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | -3.5% | +1.0% | -4.5% | -4.8% |
| 30D | -6.0% | +2.6% | -8.6% | -9.2% |
| 3M | +19.0% | -0.3% | +19.2% | +19.7% |
| 6M | +50.7% | +7.6% | +43.2% | +33.9% |
| YTD | +8.8% | +14.7% | -6.0% | -13.2% |
| 1Y | +21.3% | +16.4% | +4.9% | -5.3% |
| All | +21.3% | +16.3% | +5.0% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling