+223.0%
VT vs RGEN
+433.1%
-210.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | +0.4% | -4.9% | +5.4% | +1.3% |
| 30D | +1.0% | +5.7% | -4.7% | -0.1% |
| 3M | +2.4% | +32.4% | -30.1% | -3.0% |
| 6M | +12.0% | +33.2% | -21.2% | +5.4% |
| YTD | +15.3% | +2.3% | +13.1% | +13.5% |
| 1Y | +22.6% | +39.0% | -16.4% | +13.8% |
| 3Y | +74.7% | -4.6% | +79.3% | +66.8% |
| 5Y | +66.1% | -42.7% | +108.8% | +66.3% |
| All | +223.0% | +433.1% | -210.1% | +113.1% |
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