-34.5%
RGEN price history and return analytics
+57.4%
-91.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | -0.9% |
| 7D | +3.5% | +0.4% | +3.1% | +2.8% |
| 30D | +2.9% | -2.6% | +5.5% | +7.3% |
| 3M | +9.2% | -3.2% | +12.4% | +15.0% |
| 6M | +44.9% | +0.9% | +44.0% | +41.7% |
| YTD | +9.2% | +11.3% | -2.1% | -8.6% |
| 1Y | +25.3% | +14.0% | +11.3% | +1.0% |
| 3Y | +21.7% | +75.8% | -54.1% | -49.8% |
| 5Y | -34.5% | +57.8% | -92.3% | -70.8% |
| All | -34.5% | +57.4% | -91.9% | -70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling