-42.8%
RGEN vs VOO
+82.4%
-125.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.4% |
| 7D | -0.9% | +0.5% | -1.4% | -1.7% |
| 30D | +2.8% | -0.9% | +3.8% | +4.2% |
| 3M | +34.5% | +3.9% | +30.6% | +26.5% |
| 6M | +40.5% | +14.5% | +25.9% | +14.7% |
| YTD | +2.8% | +13.0% | -10.1% | -14.2% |
| 1Y | +39.6% | +19.4% | +20.2% | +7.6% |
| 3Y | +4.4% | +78.9% | -74.5% | -54.7% |
| All | -42.8% | +82.4% | -125.2% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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