+363.8%
VT vs REGN
+6,373.7%
-6,009.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.6% | +0.2% |
| 7D | -0.7% | +3.1% | -3.8% | -1.3% |
| 30D | -1.7% | +25.8% | -27.5% | -6.7% |
| 3M | -2.3% | +20.5% | -22.8% | -6.5% |
| 6M | +1.5% | +35.0% | -33.4% | -5.5% |
| YTD | +12.0% | +24.8% | -12.7% | +5.8% |
| 1Y | +12.9% | +43.0% | -30.1% | +3.3% |
| 3Y | +74.9% | +21.2% | +53.7% | +62.6% |
| 5Y | +59.9% | +54.5% | +5.4% | +38.8% |
| 10Y | +224.6% | +130.7% | +93.9% | +146.2% |
| All | +363.8% | +6,373.7% | -6,009.9% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 all: compounded portfolio wealth divided by compounded REGN 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…
all analysis · Full analysis span regression · 6 months rolling