+360.8%
VT vs REGN
+6,107.5%
-5,746.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.2% |
| 7D | +0.4% | -4.3% | +4.7% | +1.3% |
| 30D | -2.6% | +23.2% | -25.8% | -7.1% |
| 3M | -3.2% | +17.4% | -20.7% | -6.9% |
| 6M | +0.9% | +29.0% | -28.1% | -5.2% |
| YTD | +11.3% | +19.6% | -8.3% | +6.0% |
| 1Y | +14.0% | +40.6% | -26.6% | +4.7% |
| 3Y | +75.8% | +16.0% | +59.8% | +64.9% |
| 5Y | +57.8% | +50.7% | +7.2% | +37.7% |
| 10Y | +219.8% | +121.9% | +97.9% | +144.6% |
| All | +360.8% | +6,107.5% | -5,746.7% | +17.7% |
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