+2,010.2%
VRT vs RGEN
+262.0%
+1,748.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +2.6% |
| 7D | +18.6% | -1.2% | +19.8% | +19.1% |
| 30D | -11.7% | -5.1% | -6.6% | -9.9% |
| 3M | -27.3% | +0.5% | -27.8% | -27.7% |
| 6M | -42.9% | +46.6% | -89.5% | -50.3% |
| YTD | +29.5% | +1.6% | +27.9% | +25.9% |
| 1Y | +21.0% | +5.4% | +15.7% | +16.4% |
| 3Y | +403.1% | +12.8% | +390.3% | +350.4% |
| 5Y | +688.8% | -35.6% | +724.4% | +670.5% |
| All | +2,010.2% | +262.0% | +1,748.2% | +1,762.0% |
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