-80.8%
PGEN vs VT
+276.7%
-357.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.1% |
| 7D | +1.6% | +2.4% | -0.8% | -2.3% |
| 30D | -38.3% | -1.5% | -36.8% | -36.0% |
| 3M | -30.0% | -4.1% | -25.9% | -24.1% |
| 6M | +9.4% | +0.6% | +8.8% | +9.6% |
| YTD | +8.6% | +11.0% | -2.4% | -8.7% |
| 1Y | +17.6% | +13.3% | +4.3% | -4.9% |
| 3Y | +410.1% | +73.4% | +336.7% | +107.8% |
| 5Y | +4.8% | +57.4% | -52.6% | -46.4% |
| 10Y | -84.6% | +221.7% | -306.3% | -97.3% |
| All | -80.8% | +276.7% | -357.5% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling