-74.0%
RGNX vs VT
+65.7%
-139.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.7% |
| 7D | -9.1% | -0.1% | -8.9% | -8.9% |
| 30D | -16.2% | -0.7% | -15.5% | -15.0% |
| 3M | +37.7% | +4.0% | +33.7% | +28.9% |
| 6M | -15.9% | +12.3% | -28.2% | -30.4% |
| YTD | -39.4% | +14.0% | -53.4% | -51.1% |
| 1Y | -11.7% | +20.3% | -32.0% | -34.3% |
| 3Y | -49.3% | +75.4% | -124.8% | -77.6% |
| 5Y | -74.0% | +66.0% | -140.0% | -86.5% |
| All | -74.0% | +65.7% | -139.7% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling