+103.8%
VGT vs RGEN
+15.2%
+88.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.8% |
| 7D | +2.5% | -3.3% | +5.7% | +3.1% |
| 30D | -9.5% | -5.8% | -3.7% | -8.4% |
| 3M | -9.5% | +0.2% | -9.7% | -9.9% |
| 6M | -1.8% | +56.8% | -58.5% | -11.4% |
| YTD | +18.4% | +2.4% | +16.0% | +16.2% |
| 1Y | +18.7% | +11.4% | +7.3% | +14.4% |
| 3Y | +103.8% | +15.2% | +88.6% | +92.0% |
| All | +103.8% | +15.2% | +88.6% | +92.0% |
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