-72.2%
RGNX vs VT
+241.5%
-313.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.1% | +9.0% | +8.3% |
| 7D | +9.9% | -0.7% | +10.6% | +11.3% |
| 30D | +9.0% | -1.7% | +10.8% | +12.5% |
| 3M | -20.5% | -2.3% | -18.2% | -17.0% |
| 6M | -16.0% | +1.5% | -17.5% | -17.5% |
| YTD | -41.2% | +12.0% | -53.2% | -50.3% |
| 1Y | -26.7% | +12.9% | -39.5% | -38.6% |
| 3Y | -52.5% | +74.9% | -127.5% | -78.5% |
| 5Y | -77.4% | +59.9% | -137.4% | -88.0% |
| 10Y | -63.6% | +224.6% | -288.3% | -93.1% |
| All | -72.2% | +241.5% | -313.7% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling