+131.4%
VMC vs RGEN
+450.6%
-319.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -4.3% | -3.1% | -1.2% | -3.9% |
| 30D | +16.2% | +0.1% | +16.1% | +16.1% |
| 3M | -0.8% | +4.8% | -5.6% | -1.9% |
| 6M | +1.2% | +48.9% | -47.8% | -5.1% |
| YTD | +0.5% | +5.3% | -4.9% | -1.5% |
| 1Y | -2.9% | +12.5% | -15.4% | -5.7% |
| 3Y | +37.3% | +17.0% | +20.4% | +29.2% |
| 5Y | +48.8% | -35.4% | +84.1% | +44.4% |
| 10Y | +131.4% | +434.6% | -303.2% | +56.7% |
| All | +131.4% | +450.6% | -319.2% | +56.7% |
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