-36.9%
RGEN vs VT
+53.2%
-90.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.4% | +0.9% |
| 7D | -10.7% | -4.2% | -6.5% | -4.5% |
| 30D | -3.6% | -5.8% | +2.2% | +5.9% |
| 3M | +6.2% | -5.2% | +11.5% | +15.6% |
| 6M | +34.1% | +0.1% | +34.0% | +32.4% |
| YTD | +2.8% | +8.2% | -5.4% | -10.2% |
| 1Y | +15.5% | +10.1% | +5.4% | -1.7% |
| 3Y | +12.1% | +69.7% | -57.6% | -51.1% |
| 5Y | -36.9% | +53.4% | -90.2% | -71.2% |
| All | -36.9% | +53.2% | -90.0% | -71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling