+453.9%
RGEN vs VT
+217.6%
+236.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | +0.1% | -3.1% | +3.1% | +4.1% |
| 3M | +6.6% | -3.5% | +10.1% | +11.6% |
| 6M | +40.9% | +0.5% | +40.5% | +39.6% |
| YTD | +6.2% | +10.8% | -4.6% | -6.4% |
| 1Y | +19.4% | +11.9% | +7.5% | +4.2% |
| 3Y | +17.9% | +73.0% | -55.1% | -36.8% |
| 5Y | -34.0% | +58.6% | -92.6% | -60.6% |
| 10Y | +453.9% | +219.2% | +234.7% | +76.8% |
| All | +453.9% | +217.6% | +236.3% | +76.8% |
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