+2,545.5%
VRT vs RGEN
+258.8%
+2,286.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.1% | -7.5% | -9.0% |
| 7D | +2.4% | -4.6% | +7.0% | +3.9% |
| 30D | -2.7% | +1.2% | -3.8% | -3.2% |
| 3M | -9.2% | +26.8% | -36.0% | -16.6% |
| 6M | -0.5% | +29.1% | -29.6% | -10.2% |
| YTD | +62.3% | +0.7% | +61.6% | +58.5% |
| 1Y | +109.6% | +39.1% | +70.5% | +84.3% |
| 3Y | +573.1% | +2.2% | +570.8% | +517.5% |
| 5Y | +953.6% | -44.0% | +997.6% | +947.6% |
| All | +2,545.5% | +258.8% | +2,286.7% | +2,245.0% |
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 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