-100.0%
VIVK vs RGEN
+1.9%
-101.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | -9.5% | -2.9% | -6.6% | -9.2% |
| 30D | -35.1% | -0.1% | -35.1% | -35.1% |
| 3M | -93.4% | +25.9% | -119.3% | -93.6% |
| 6M | -98.0% | +35.2% | -133.2% | -98.1% |
| YTD | -97.9% | +0.5% | -98.4% | -97.9% |
| 1Y | -100.0% | +37.0% | -136.9% | -100.0% |
| All | -100.0% | +1.9% | -101.9% | -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 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