+4,933.0%
RGEN vs VO
+827.2%
+4,105.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -4.9% | -0.3% | -4.7% | -4.7% |
| 30D | +5.7% | -0.3% | +6.0% | +6.0% |
| 3M | +32.4% | +2.9% | +29.5% | +28.9% |
| 6M | +33.2% | +9.3% | +23.8% | +23.1% |
| YTD | +2.3% | +14.2% | -11.9% | -9.0% |
| 1Y | +39.0% | +15.3% | +23.7% | +22.9% |
| 3Y | -4.6% | +56.2% | -60.9% | -33.8% |
| 5Y | -42.7% | +42.4% | -85.1% | -55.5% |
| 10Y | +433.6% | +194.7% | +238.8% | +132.7% |
| All | +4,933.0% | +827.2% | +4,105.8% | +530.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling