+718.4%
VTV vs RGEN
+5,574.4%
-4,856.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | +0.3% | -0.9% | +1.2% | +0.4% |
| 30D | +0.1% | +2.8% | -2.7% | -0.2% |
| 3M | +6.2% | +34.5% | -28.3% | +2.5% |
| 6M | +13.5% | +40.5% | -27.0% | +8.6% |
| YTD | +18.9% | +2.8% | +16.0% | +17.6% |
| 1Y | +25.8% | +39.6% | -13.8% | +20.0% |
| 3Y | +68.7% | +4.4% | +64.3% | +62.2% |
| 5Y | +80.3% | -42.8% | +123.1% | +79.8% |
| 10Y | +226.3% | +406.7% | -180.4% | +151.2% |
| All | +718.4% | +5,574.4% | -4,856.0% | +370.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling