+63.4%
VSH vs RGEN
+19.5%
+43.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.0% | -5.1% |
| 7D | -13.6% | -3.5% | -10.1% | -13.3% |
| 30D | -30.4% | -6.0% | -24.4% | -30.0% |
| 3M | -33.3% | +19.0% | -52.3% | -34.3% |
| 6M | -15.1% | +50.7% | -65.8% | -20.8% |
| YTD | +80.2% | +8.8% | +71.5% | +85.0% |
| 1Y | +63.4% | +21.3% | +42.1% | +57.2% |
| All | +63.4% | +19.5% | +43.8% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling