+404.4%
RGEN vs VYM
+209.2%
+195.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.4% |
| 7D | -1.4% | -0.8% | -0.6% | -0.7% |
| 30D | -0.3% | -2.2% | +1.9% | +2.0% |
| 3M | +23.9% | +3.1% | +20.8% | +20.2% |
| 6M | +38.5% | +9.7% | +28.8% | +26.3% |
| YTD | +0.8% | +14.9% | -14.1% | -12.2% |
| 1Y | +38.2% | +17.6% | +20.6% | +18.0% |
| 3Y | +1.3% | +65.3% | -64.0% | -35.8% |
| 5Y | -44.0% | +78.7% | -122.7% | -66.1% |
| All | +404.4% | +209.2% | +195.2% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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