+47.2%
VXUS vs RGEN
-34.8%
+82.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.4% |
| 7D | +0.8% | +3.5% | -2.7% | +0.3% |
| 30D | -1.9% | +2.9% | -4.8% | -2.4% |
| 3M | -4.4% | +9.2% | -13.6% | -5.9% |
| 6M | -2.0% | +44.9% | -46.9% | -7.8% |
| YTD | +11.1% | +9.2% | +1.9% | +8.4% |
| 1Y | +15.1% | +25.3% | -10.2% | +10.0% |
| 3Y | +70.4% | +21.7% | +48.7% | +58.6% |
| 5Y | +47.2% | -34.5% | +81.7% | +35.0% |
| All | +47.2% | -34.8% | +82.0% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling