+183.8%
VXUS vs RGEN
+3,074.2%
-2,890.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | +1.0% | -4.9% | +5.9% | +1.6% |
| 30D | +2.2% | +5.7% | -3.5% | +1.5% |
| 3M | +3.0% | +32.4% | -29.5% | -0.8% |
| 6M | +10.7% | +33.2% | -22.5% | +6.2% |
| YTD | +17.8% | +2.3% | +15.6% | +16.6% |
| 1Y | +27.6% | +39.0% | -11.4% | +21.4% |
| 3Y | +73.3% | -4.6% | +77.9% | +67.9% |
| 5Y | +54.3% | -42.7% | +97.0% | +53.7% |
| 10Y | +149.8% | +433.6% | -283.8% | +95.2% |
| All | +183.8% | +3,074.2% | -2,890.4% | +85.1% |
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