+98.0%
VCIT vs RGEN
+3,391.7%
-3,293.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | -0.3% | -4.9% | +4.6% | -0.3% |
| 30D | -0.8% | +5.7% | -6.4% | -0.8% |
| 3M | -1.0% | +32.4% | -33.4% | -1.4% |
| 6M | -1.8% | +33.2% | -35.0% | -2.3% |
| YTD | -0.7% | +2.3% | -3.0% | -0.8% |
| 1Y | +1.0% | +39.0% | -38.0% | +0.4% |
| 3Y | +18.8% | -4.6% | +23.5% | +18.4% |
| 5Y | +3.5% | -42.7% | +46.2% | +3.0% |
| 10Y | +29.2% | +433.6% | -404.4% | +29.4% |
| All | +98.0% | +3,391.7% | -3,293.7% | +100.9% |
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