-10.6%
RGNX vs VT
+18.7%
-29.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -0.3% |
| 7D | -7.0% | -2.0% | -5.0% | -3.1% |
| 30D | -19.6% | -1.4% | -18.2% | -17.1% |
| 3M | +39.6% | +4.7% | +34.9% | +26.5% |
| 6M | -13.5% | +11.4% | -24.9% | -30.7% |
| YTD | -40.6% | +13.1% | -53.6% | -54.7% |
| 1Y | -10.6% | +19.0% | -29.6% | -41.0% |
| All | -10.6% | +18.7% | -29.3% | -41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling