+13.3%
VT vs RGEN
+8.1%
+5.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +2.4% | -3.3% | +5.6% | +2.8% |
| 30D | -1.5% | -5.8% | +4.3% | -0.8% |
| 3M | -4.1% | +0.2% | -4.3% | -4.4% |
| 6M | +0.6% | +56.8% | -56.2% | -6.3% |
| YTD | +11.0% | +2.4% | +8.6% | +10.6% |
| 1Y | +13.3% | +11.4% | +1.9% | +10.8% |
| All | +13.3% | +8.1% | +5.2% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling