+179.5%
VSH vs RGEN
+402.3%
-222.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | +3.5% | -4.6% | +8.1% | +4.9% |
| 30D | -4.4% | +1.2% | -5.5% | -4.9% |
| 3M | -45.8% | +26.8% | -72.6% | -50.2% |
| 6M | +90.1% | +29.1% | +61.1% | +72.4% |
| YTD | +120.3% | +0.7% | +119.6% | +114.5% |
| 1Y | +112.2% | +39.1% | +73.2% | +87.0% |
| 3Y | +36.6% | +2.2% | +34.3% | +26.7% |
| 5Y | +67.0% | -44.0% | +111.0% | +71.1% |
| 10Y | +179.5% | +412.7% | -233.3% | +45.1% |
| All | +179.5% | +402.3% | -222.8% | +45.1% |
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