+69.7%
VT vs RGEN
+12.2%
+57.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.5% | +1.4% | -3.3% |
| 7D | -4.2% | -10.7% | +6.5% | -2.7% |
| 30D | -5.8% | -3.6% | -2.2% | -5.4% |
| 3M | -5.2% | +6.2% | -11.5% | -6.4% |
| 6M | +0.1% | +34.1% | -34.0% | -4.9% |
| YTD | +8.2% | +2.8% | +5.4% | +6.5% |
| 1Y | +10.1% | +15.5% | -5.4% | +6.4% |
| All | +69.7% | +12.2% | +57.5% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling