+96.3%
VCIT vs RGEN
+3,410.0%
-3,313.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.7% | +0.3% |
| 7D | +0.5% | -10.7% | +11.1% | +0.6% |
| 30D | +2.1% | -3.6% | +5.7% | +2.1% |
| 3M | -1.6% | +6.2% | -7.8% | -1.7% |
| 6M | -1.6% | +34.1% | -35.7% | -2.0% |
| YTD | -1.5% | +2.8% | -4.3% | -1.7% |
| 1Y | -0.4% | +15.5% | -15.9% | -0.7% |
| 3Y | +19.6% | +12.1% | +7.5% | +18.9% |
| 5Y | +3.3% | -36.9% | +40.1% | +2.8% |
| 10Y | +28.9% | +522.4% | -493.5% | +29.0% |
| All | +96.3% | +3,410.0% | -3,313.7% | +99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling