+430.2%
RGEN vs VT
+224.5%
+205.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.9% | +0.4% | -5.4% | -5.4% |
| 30D | +5.7% | +1.0% | +4.7% | +4.5% |
| 3M | +32.4% | +2.4% | +30.1% | +28.2% |
| 6M | +33.2% | +12.0% | +21.2% | +15.5% |
| YTD | +2.3% | +15.3% | -13.1% | -14.3% |
| 1Y | +39.0% | +22.6% | +16.4% | +8.4% |
| 3Y | -4.6% | +74.7% | -79.3% | -49.6% |
| 5Y | -42.7% | +66.1% | -108.8% | -67.6% |
| All | +430.2% | +224.5% | +205.7% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling