+82.6%
IVV vs PGR
+159.1%
-76.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -2.0% | -3.4% | +1.4% | -1.5% |
| 30D | -1.6% | +1.8% | -3.4% | -2.0% |
| 3M | +4.8% | +5.9% | -1.2% | +3.4% |
| 6M | +12.6% | +4.6% | +8.0% | +11.2% |
| YTD | +11.8% | +1.1% | +10.7% | +11.0% |
| 1Y | +17.6% | -6.6% | +24.1% | +18.5% |
| 3Y | +77.0% | +74.2% | +2.8% | +52.7% |
| 5Y | +82.6% | +159.5% | -76.9% | +35.8% |
| All | +82.6% | +159.1% | -76.5% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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