-46.6%
VG vs RGEN
+2.9%
-49.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.6% |
| 7D | +5.5% | -3.1% | +8.6% | +5.9% |
| 30D | -3.6% | +0.1% | -3.6% | -3.7% |
| 3M | -4.0% | +4.8% | -8.7% | -5.0% |
| 6M | +9.4% | +48.9% | -39.5% | +0.8% |
| YTD | +86.6% | +5.3% | +81.3% | +92.6% |
| 1Y | +69.5% | +12.5% | +57.0% | +69.2% |
| All | -46.6% | +2.9% | -49.5% | -52.2% |
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