-74.9%
RGNX vs VT
+238.4%
-313.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.4% |
| 7D | +0.3% | +2.4% | -2.1% | -3.1% |
| 30D | +11.0% | -1.5% | +12.5% | +14.2% |
| 3M | -28.3% | -4.1% | -24.2% | -22.8% |
| 6M | -23.9% | +0.6% | -24.5% | -24.0% |
| YTD | -46.9% | +11.0% | -58.0% | -54.4% |
| 1Y | -34.4% | +13.3% | -47.7% | -45.3% |
| 3Y | -56.9% | +73.4% | -130.3% | -80.2% |
| 5Y | -79.8% | +57.4% | -137.2% | -89.0% |
| 10Y | -67.2% | +221.7% | -288.9% | -93.7% |
| All | -74.9% | +238.4% | -313.4% | -95.7% |
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