-44.1%
VG vs RGEN
-0.7%
-43.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.5% | +8.3% | +5.2% |
| 7D | +15.1% | -1.2% | +16.3% | +15.2% |
| 30D | -4.2% | -5.1% | +0.9% | -3.7% |
| 3M | -3.1% | +0.5% | -3.6% | -3.7% |
| 6M | +0.3% | +46.6% | -46.3% | -7.5% |
| YTD | +95.5% | +1.6% | +93.9% | +102.5% |
| 1Y | +64.4% | +5.4% | +59.0% | +67.0% |
| All | -44.1% | -0.7% | -43.3% | -49.7% |
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