+167.6%
VXUS vs RGEN
+3,289.0%
-3,121.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.5% |
| 7D | +0.8% | +3.5% | -2.7% | +0.4% |
| 30D | -1.9% | +2.9% | -4.8% | -2.3% |
| 3M | -4.4% | +9.2% | -13.6% | -5.7% |
| 6M | -2.0% | +44.9% | -46.9% | -6.9% |
| YTD | +11.1% | +9.2% | +1.9% | +8.8% |
| 1Y | +15.1% | +25.3% | -10.2% | +10.8% |
| 3Y | +70.4% | +21.7% | +48.7% | +60.7% |
| 5Y | +47.2% | -34.5% | +81.7% | +44.3% |
| 10Y | +142.3% | +478.9% | -336.6% | +87.4% |
| All | +167.6% | +3,289.0% | -3,121.4% | +72.8% |
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