+72.0%
VXUS vs REGN
-4.3%
+76.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.2% |
| 7D | -1.4% | -5.6% | +4.1% | -0.7% |
| 30D | -0.5% | -2.0% | +1.5% | -0.2% |
| 3M | +2.6% | +28.0% | -25.4% | -1.0% |
| 6M | +10.9% | +1.2% | +9.7% | +10.5% |
| YTD | +16.1% | +1.6% | +14.5% | +15.6% |
| 1Y | +22.3% | +38.2% | -16.0% | +16.2% |
| 3Y | +72.0% | -5.4% | +77.4% | +71.2% |
| All | +72.0% | -4.3% | +76.3% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling