+5,807.5%
VRSN vs RGEN
+16,146.6%
-10,339.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.0% |
| 7D | -1.2% | -3.1% | +1.9% | -1.0% |
| 30D | +3.8% | +0.1% | +3.7% | +3.7% |
| 3M | +9.5% | +4.8% | +4.8% | +8.6% |
| 6M | +10.3% | +48.9% | -38.7% | +5.1% |
| YTD | +30.5% | +5.3% | +25.1% | +28.4% |
| 1Y | +27.9% | +12.5% | +15.4% | +24.8% |
| 3Y | +54.3% | +17.0% | +37.3% | +46.3% |
| 5Y | +37.2% | -35.4% | +72.5% | +35.2% |
| 10Y | +293.1% | +434.6% | -141.5% | +210.7% |
| All | +5,807.5% | +16,146.6% | -10,339.1% | +3,590.0% |
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 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