-74.7%
PGEN vs VT
+226.9%
-301.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.2% |
| 7D | -6.4% | -2.0% | -4.4% | -3.0% |
| 30D | -2.6% | -1.4% | -1.2% | -0.3% |
| 3M | +71.7% | +4.7% | +67.0% | +58.6% |
| 6M | +90.3% | +11.4% | +79.0% | +56.6% |
| YTD | +59.8% | +13.1% | +46.8% | +28.4% |
| 1Y | +63.7% | +19.0% | +44.7% | +19.7% |
| 3Y | +312.3% | +73.9% | +238.4% | +61.2% |
| 5Y | +8.1% | +65.4% | -57.3% | -50.4% |
| All | -74.7% | +226.9% | -301.5% | -95.3% |
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