+810.9%
VOO vs RGEN
+4,777.6%
-3,966.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -0.5% |
| 7D | +2.6% | -3.3% | +5.9% | +3.0% |
| 30D | -2.0% | -5.8% | +3.9% | -1.3% |
| 3M | -2.8% | +0.2% | -2.9% | -3.1% |
| 6M | +2.2% | +56.8% | -54.6% | -4.7% |
| YTD | +11.5% | +2.4% | +9.1% | +9.8% |
| 1Y | +13.5% | +11.4% | +2.0% | +10.4% |
| 3Y | +78.1% | +15.2% | +62.9% | +67.8% |
| 5Y | +73.1% | -35.1% | +108.2% | +70.0% |
| 10Y | +310.7% | +419.6% | -108.9% | +216.2% |
| All | +810.9% | +4,777.6% | -3,966.7% | +500.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling