+16.2%
PG vs VG
+51.8%
-35.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -0.2% |
| 7D | +0.2% | +5.5% | -5.3% | +0.7% |
| 30D | +10.2% | -3.6% | +13.7% | +10.1% |
| 3M | +16.2% | -4.0% | +20.2% | +16.2% |
| 6M | +18.6% | +9.4% | +9.2% | +20.6% |
| YTD | +20.4% | +86.6% | -66.2% | +20.7% |
| 1Y | +16.2% | +69.5% | -53.3% | +17.0% |
| All | +16.2% | +51.8% | -35.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling