+303.7%
VRSN vs RGEN
+411.3%
-107.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.1% |
| 7D | +0.1% | -1.2% | +1.3% | +0.3% |
| 30D | +3.6% | -5.1% | +8.6% | +4.3% |
| 3M | +10.8% | +0.5% | +10.3% | +9.9% |
| 6M | +9.9% | +46.6% | -36.6% | +1.0% |
| YTD | +29.8% | +1.6% | +28.2% | +27.0% |
| 1Y | +26.3% | +5.4% | +20.9% | +22.5% |
| 3Y | +53.5% | +12.8% | +40.7% | +38.6% |
| 5Y | +34.8% | -35.6% | +70.4% | +31.8% |
| All | +303.7% | +411.3% | -107.6% | +128.5% |
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