-71.0%
PGEN vs VOO
+462.7%
-533.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.7% | +1.2% |
| 7D | -3.5% | -0.8% | -2.8% | -2.2% |
| 30D | 0.0% | -1.1% | +1.1% | +1.6% |
| 3M | +51.2% | +3.9% | +47.3% | +41.8% |
| 6M | +100.3% | +13.6% | +86.7% | +62.8% |
| YTD | +63.9% | +12.7% | +51.2% | +35.3% |
| 1Y | +65.5% | +17.6% | +47.9% | +27.3% |
| 3Y | +330.8% | +77.3% | +253.5% | +75.8% |
| 5Y | +10.8% | +84.1% | -73.3% | -54.5% |
| 10Y | -72.8% | +323.5% | -396.3% | -96.9% |
| All | -71.0% | +462.7% | -533.7% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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