+130.8%
VTR vs RGEN
+1.9%
+129.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | -1.8% | -2.9% | +1.1% | -1.7% |
| 30D | +4.0% | -0.1% | +4.1% | +4.0% |
| 3M | +7.8% | +25.9% | -18.1% | +6.5% |
| 6M | +6.4% | +35.2% | -28.9% | +4.4% |
| YTD | +18.3% | +0.5% | +17.8% | +18.4% |
| 1Y | +33.9% | +37.0% | -3.0% | +30.4% |
| All | +130.8% | +1.9% | +129.0% | +140.0% |
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