+20.5%
VEA vs REGN
+45.3%
-24.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +2.4% |
| 7D | +0.7% | +14.4% | -13.8% | -0.7% |
| 30D | -0.4% | +28.1% | -28.5% | -3.2% |
| 3M | -1.7% | +22.5% | -24.2% | -4.0% |
| 6M | +5.1% | +31.6% | -26.5% | +1.8% |
| YTD | +14.4% | +21.0% | -6.6% | +12.4% |
| 1Y | +20.5% | +49.0% | -28.4% | +18.7% |
| All | +20.5% | +45.3% | -24.8% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 1y: compounded portfolio wealth divided by compounded REGN 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…
1y analysis · Full analysis span regression · 6 months rolling