+4,758.0%
RGEN vs VOO
+817.1%
+3,940.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | +5.7% | +0.1% | +5.6% | +5.6% |
| 3M | +32.4% | +2.0% | +30.4% | +29.3% |
| 6M | +33.2% | +13.0% | +20.2% | +16.8% |
| YTD | +2.3% | +13.6% | -11.3% | -10.6% |
| 1Y | +39.0% | +20.1% | +18.9% | +14.8% |
| 3Y | -4.6% | +77.6% | -82.2% | -46.1% |
| 5Y | -42.7% | +82.4% | -125.1% | -67.7% |
| 10Y | +433.6% | +316.8% | +116.7% | +45.0% |
| All | +4,758.0% | +817.1% | +3,940.9% | +912.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling