+5,494.9%
RGEN vs VYM
+487.3%
+5,007.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | -4.6% | -1.0% | -3.6% | -3.7% |
| 30D | +1.2% | -2.0% | +3.2% | +3.0% |
| 3M | +26.8% | +3.1% | +23.8% | +23.4% |
| 6M | +29.1% | +8.9% | +20.2% | +19.6% |
| YTD | +0.7% | +14.7% | -14.0% | -10.9% |
| 1Y | +39.1% | +19.4% | +19.6% | +18.9% |
| 3Y | +2.2% | +65.4% | -63.2% | -32.8% |
| 5Y | -44.0% | +77.6% | -121.5% | -64.7% |
| 10Y | +412.7% | +207.8% | +205.0% | +99.6% |
| All | +5,494.9% | +487.3% | +5,007.7% | +1,148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling