-70.9%
PGEN vs VT
+289.4%
-360.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.4% |
| 7D | +0.1% | +1.0% | -0.9% | -1.6% |
| 30D | -5.0% | -0.2% | -4.7% | -4.7% |
| 3M | +92.4% | +4.5% | +87.9% | +78.2% |
| 6M | +106.9% | +14.1% | +92.9% | +63.9% |
| YTD | +64.4% | +14.8% | +49.6% | +29.2% |
| 1Y | +65.1% | +21.2% | +44.0% | +17.7% |
| 3Y | +324.1% | +76.6% | +247.5% | +64.7% |
| 5Y | +11.7% | +66.6% | -54.9% | -48.4% |
| 10Y | -74.6% | +222.3% | -296.9% | -95.6% |
| All | -70.9% | +289.4% | -360.3% | -96.1% |
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