-51.4%
VG vs RGEN
+0.4%
-51.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.5% | +1.5% | -3.3% |
| 7D | -22.0% | -10.7% | -11.3% | -21.0% |
| 30D | -14.7% | -3.6% | -11.1% | -14.4% |
| 3M | -7.1% | +6.2% | -13.3% | -8.3% |
| 6M | -11.2% | +34.1% | -45.3% | -16.5% |
| YTD | +69.8% | +2.8% | +67.0% | +75.8% |
| 1Y | +49.9% | +15.5% | +34.3% | +45.8% |
| All | -51.4% | +0.4% | -51.8% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling