+420.5%
VUG vs RGEN
+402.3%
+18.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | 0.0% |
| 7D | +0.1% | -4.6% | +4.7% | +1.1% |
| 30D | -1.7% | +1.2% | -2.8% | -2.1% |
| 3M | +2.8% | +26.8% | -24.0% | -3.4% |
| 6M | +13.6% | +29.1% | -15.5% | +5.6% |
| YTD | +8.1% | +0.7% | +7.3% | +6.2% |
| 1Y | +13.1% | +39.1% | -26.0% | +2.3% |
| 3Y | +87.0% | +2.2% | +84.7% | +72.5% |
| 5Y | +76.0% | -44.0% | +120.0% | +78.4% |
| 10Y | +420.5% | +412.7% | +7.7% | +217.6% |
| All | +420.5% | +402.3% | +18.2% | +217.6% |
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 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