+410.1%
PGEN vs VT
+74.0%
+336.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.0% |
| 7D | +1.6% | +2.4% | -0.8% | -2.9% |
| 30D | -38.3% | -1.5% | -36.8% | -35.7% |
| 3M | -30.0% | -4.1% | -25.9% | -23.3% |
| 6M | +9.4% | +0.6% | +8.8% | +9.1% |
| YTD | +8.6% | +11.0% | -2.4% | -11.9% |
| 1Y | +17.6% | +13.3% | +4.3% | -9.1% |
| 3Y | +410.1% | +73.4% | +336.7% | +7.4% |
| All | +410.1% | +74.0% | +336.1% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling