-50.2%
VG vs RGEN
+6.7%
-56.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.1% | -0.8% | +2.0% |
| 7D | -8.3% | +3.5% | -11.8% | -8.7% |
| 30D | -10.3% | +2.9% | -13.2% | -10.7% |
| 3M | -10.8% | +9.2% | -20.0% | -12.2% |
| 6M | +3.5% | +44.9% | -41.5% | -3.8% |
| YTD | +74.0% | +9.2% | +64.8% | +78.7% |
| 1Y | +48.9% | +25.3% | +23.6% | +42.3% |
| All | -50.2% | +6.7% | -56.9% | -55.6% |
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