+5,393.5%
VRSN vs RGEN
+15,674.1%
-10,280.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +0.1% | -4.9% | +5.0% | +0.5% |
| 30D | -0.2% | +5.7% | -5.8% | -0.8% |
| 3M | -0.3% | +32.4% | -32.7% | -3.4% |
| 6M | +23.0% | +33.2% | -10.2% | +18.5% |
| YTD | +21.3% | +2.3% | +19.1% | +20.0% |
| 1Y | +6.7% | +39.0% | -32.3% | +1.9% |
| 3Y | +45.0% | -4.6% | +49.6% | +40.3% |
| 5Y | +35.0% | -42.7% | +77.7% | +34.9% |
| 10Y | +276.3% | +433.6% | -157.3% | +198.1% |
| All | +5,393.5% | +15,674.1% | -10,280.6% | +3,350.7% |
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 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