+715.9%
VTV vs REGN
+5,208.6%
-4,492.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.0% |
| 7D | -1.1% | -5.6% | +4.5% | -0.1% |
| 30D | -1.0% | -2.0% | +0.9% | -0.7% |
| 3M | +4.6% | +28.0% | -23.3% | +0.2% |
| 6M | +13.5% | +1.2% | +12.4% | +12.8% |
| YTD | +18.5% | +1.6% | +16.9% | +17.5% |
| 1Y | +22.9% | +38.2% | -15.4% | +15.2% |
| 3Y | +67.8% | -5.4% | +73.2% | +65.7% |
| 5Y | +81.8% | +21.3% | +60.6% | +70.0% |
| 10Y | +233.0% | +105.2% | +127.8% | +175.1% |
| All | +715.9% | +5,208.6% | -4,492.7% | +230.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 all: compounded portfolio wealth divided by compounded REGN 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…
all analysis · Full analysis span regression · 6 months rolling