-100.0%
VIVK vs RGEN
+38.7%
-138.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.3% | -7.7% | -7.4% |
| 7D | -4.4% | -1.4% | -2.9% | -4.4% |
| 30D | -40.8% | -0.3% | -40.5% | -40.8% |
| 3M | -94.1% | +23.9% | -118.0% | -94.2% |
| 6M | -98.2% | +38.5% | -136.7% | -98.4% |
| YTD | -98.0% | +0.8% | -98.8% | -97.8% |
| 1Y | -100.0% | +38.2% | -138.2% | -100.0% |
| All | -100.0% | +38.7% | -138.7% | -100.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling