+402.8%
RGEN price history and return analytics
+226.9%
+176.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.8% |
| 7D | -2.9% | -2.0% | -0.9% | -0.5% |
| 30D | -0.1% | -1.4% | +1.4% | +1.7% |
| 3M | +25.9% | +4.7% | +21.2% | +18.5% |
| 6M | +35.2% | +11.4% | +23.9% | +18.0% |
| YTD | +0.5% | +13.1% | -12.6% | -13.7% |
| 1Y | +37.0% | +19.0% | +17.9% | +10.8% |
| 3Y | +2.0% | +73.9% | -71.9% | -45.7% |
| 5Y | -44.2% | +65.4% | -109.6% | -68.1% |
| All | +402.8% | +226.9% | +176.0% | +47.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling