+325.3%
VWO vs RGEN
+9,440.5%
-9,115.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | +0.2% | -4.6% | +4.7% | +0.8% |
| 30D | +0.9% | +1.2% | -0.3% | +0.6% |
| 3M | +4.3% | +26.8% | -22.6% | +0.2% |
| 6M | +10.5% | +29.1% | -18.5% | +5.5% |
| YTD | +13.4% | +0.7% | +12.6% | +12.0% |
| 1Y | +18.6% | +39.1% | -20.5% | +11.3% |
| 3Y | +65.8% | +2.2% | +63.6% | +57.4% |
| 5Y | +35.2% | -44.0% | +79.2% | +35.3% |
| 10Y | +116.6% | +412.7% | -296.1% | +48.7% |
| All | +325.3% | +9,440.5% | -9,115.1% | +77.2% |
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