-36.8%
RGNX vs VT
+226.9%
-263.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -0.6% |
| 7D | -7.0% | -2.0% | -5.0% | -3.9% |
| 30D | -19.6% | -1.4% | -18.2% | -17.6% |
| 3M | +39.6% | +4.7% | +34.9% | +30.0% |
| 6M | -13.5% | +11.4% | -24.9% | -26.3% |
| YTD | -40.6% | +13.1% | -53.6% | -50.5% |
| 1Y | -10.6% | +19.0% | -29.6% | -30.7% |
| 3Y | -50.3% | +73.9% | -124.3% | -77.1% |
| 5Y | -74.1% | +65.4% | -139.5% | -86.8% |
| All | -36.8% | +226.9% | -263.7% | -85.9% |
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