+170.7%
REG price history and return analytics
+363.9%
-193.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +0.3% |
| 7D | +5.0% | -0.3% | +5.3% | +5.3% |
| 30D | +7.7% | -1.4% | +9.2% | +9.3% |
| 3M | -2.3% | -1.4% | -0.9% | -1.1% |
| 6M | -0.5% | +5.5% | -6.0% | -7.4% |
| YTD | +14.6% | +12.8% | +1.8% | -1.9% |
| 1Y | +15.8% | +15.4% | +0.3% | -3.6% |
| 3Y | +38.2% | +76.9% | -38.7% | -30.9% |
| 5Y | +27.1% | +60.4% | -33.3% | -29.3% |
| 10Y | +64.4% | +232.8% | -168.4% | -61.8% |
| All | +170.7% | +363.9% | -193.2% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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