+146.4%
VXUS vs RGEN
+406.9%
-260.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.5% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | +1.0% | +2.8% | -1.8% | +0.5% |
| 3M | +5.7% | +34.5% | -28.8% | +0.6% |
| 6M | +13.6% | +40.5% | -26.9% | +7.0% |
| YTD | +17.4% | +2.8% | +14.6% | +15.7% |
| 1Y | +25.1% | +39.6% | -14.6% | +17.4% |
| 3Y | +75.8% | +4.4% | +71.4% | +66.6% |
| 5Y | +55.4% | -42.8% | +98.1% | +55.2% |
| 10Y | +146.4% | +406.7% | -260.3% | +76.4% |
| All | +146.4% | +406.9% | -260.5% | +76.4% |
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 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