+454.5%
V vs RGEN
+457.6%
-3.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.6% |
| 7D | +0.6% | -2.4% | +3.0% | +1.0% |
| 30D | +9.7% | +0.1% | +9.7% | +9.5% |
| 3M | +17.3% | +6.6% | +10.7% | +15.5% |
| 6M | +33.2% | +40.9% | -7.7% | +24.5% |
| YTD | +21.3% | +6.2% | +15.2% | +18.3% |
| 1Y | +27.3% | +19.4% | +7.9% | +21.5% |
| 3Y | +76.1% | +17.9% | +58.2% | +60.8% |
| 5Y | +103.5% | -34.0% | +137.5% | +97.4% |
| 10Y | +454.5% | +453.9% | +0.6% | +214.2% |
| All | +454.5% | +457.6% | -3.2% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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