+213.7%
VT vs RGEN
+527.2%
-313.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.7% | -0.3% |
| 7D | -2.3% | -1.9% | -0.4% | -2.0% |
| 30D | -5.0% | +3.7% | -8.7% | -5.7% |
| 3M | -4.9% | +8.8% | -13.7% | -6.7% |
| 6M | -1.5% | +38.0% | -39.5% | -7.9% |
| YTD | +8.5% | +5.9% | +2.6% | +5.8% |
| 1Y | +11.4% | +19.7% | -8.3% | +6.2% |
| 3Y | +70.1% | +20.5% | +49.6% | +55.9% |
| 5Y | +53.7% | -35.0% | +88.7% | +50.3% |
| All | +213.7% | +527.2% | -313.5% | +105.4% |
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