-0.4%
RGEN vs VO
+58.9%
-59.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -0.8% |
| 7D | -4.9% | -0.3% | -4.7% | -4.5% |
| 30D | +5.7% | -0.3% | +6.0% | +6.2% |
| 3M | +32.4% | +2.9% | +29.5% | +26.0% |
| 6M | +33.2% | +9.3% | +23.8% | +15.0% |
| YTD | +2.3% | +14.2% | -11.9% | -17.8% |
| 1Y | +39.0% | +15.3% | +23.7% | +10.3% |
| All | -0.4% | +58.9% | -59.3% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling