+800.0%
VGT vs RGEN
+415.7%
+384.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -0.2% | -1.4% | +1.3% | +0.2% |
| 30D | -0.4% | -0.3% | -0.1% | -0.5% |
| 3M | +4.4% | +23.9% | -19.5% | -2.1% |
| 6M | +32.1% | +38.5% | -6.5% | +19.4% |
| YTD | +28.8% | +0.8% | +28.0% | +26.2% |
| 1Y | +35.3% | +38.2% | -2.9% | +21.2% |
| 3Y | +124.8% | +1.3% | +123.5% | +106.5% |
| 5Y | +137.9% | -44.0% | +181.9% | +142.8% |
| All | +800.0% | +415.7% | +384.2% | +419.1% |
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