+1,205.2%
VST vs RGEN
+508.6%
+696.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.8% |
| 7D | -0.5% | +3.5% | -4.0% | -0.9% |
| 30D | -17.1% | +2.9% | -20.0% | -17.4% |
| 3M | -4.6% | +9.2% | -13.8% | -6.3% |
| 6M | -9.1% | +44.9% | -54.0% | -15.3% |
| YTD | -16.6% | +9.2% | -25.8% | -18.9% |
| 1Y | -29.5% | +25.3% | -54.8% | -33.0% |
| 3Y | +297.5% | +21.7% | +275.8% | +270.5% |
| 5Y | +654.5% | -34.5% | +689.0% | +631.1% |
| 10Y | +1,205.2% | +478.9% | +726.3% | +847.6% |
| All | +1,205.2% | +508.6% | +696.6% | +847.6% |
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