+11.4%
RGEN vs VO
+14.1%
-2.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.7% |
| 7D | -3.3% | +3.1% | -6.4% | -7.4% |
| 30D | -5.8% | +2.2% | -8.0% | -8.4% |
| 3M | +0.2% | -2.5% | +2.7% | +4.4% |
| 6M | +56.8% | +7.0% | +49.8% | +40.7% |
| YTD | +2.4% | +14.0% | -11.6% | -17.3% |
| 1Y | +11.4% | +15.6% | -4.2% | -12.0% |
| All | +11.4% | +14.1% | -2.7% | -12.0% |
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