-37.0%
RGNX vs VOO
+325.3%
-362.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.6% |
| 7D | -4.6% | -0.8% | -3.8% | -3.5% |
| 30D | -21.8% | -1.1% | -20.7% | -20.5% |
| 3M | +35.8% | +3.9% | +31.9% | +28.8% |
| 6M | -9.1% | +13.6% | -22.7% | -23.8% |
| YTD | -40.8% | +12.7% | -53.5% | -49.7% |
| 1Y | -10.1% | +17.6% | -27.7% | -27.6% |
| 3Y | -50.7% | +77.3% | -128.0% | -76.7% |
| 5Y | -74.2% | +84.1% | -158.3% | -88.1% |
| All | -37.0% | +325.3% | -362.3% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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