+228.7%
VTV vs RGEN
+415.7%
-187.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -1.1% | -1.4% | +0.3% | -0.9% |
| 30D | -1.0% | -0.3% | -0.7% | -1.1% |
| 3M | +4.6% | +23.9% | -19.2% | +1.3% |
| 6M | +13.5% | +38.5% | -25.0% | +7.8% |
| YTD | +18.5% | +0.8% | +17.7% | +17.3% |
| 1Y | +22.9% | +38.2% | -15.3% | +16.1% |
| 3Y | +67.8% | +1.3% | +66.5% | +60.3% |
| 5Y | +81.8% | -44.0% | +125.9% | +82.3% |
| All | +228.7% | +415.7% | -187.0% | +120.0% |
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 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