-26.2%
PGNY vs VT
+74.2%
-100.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.5% |
| 7D | +5.4% | -1.1% | +6.5% | +6.1% |
| 30D | +7.6% | -1.0% | +8.6% | +8.2% |
| 3M | +6.6% | +3.2% | +3.5% | +4.4% |
| 6M | +56.2% | +12.5% | +43.7% | +44.0% |
| YTD | +6.5% | +14.1% | -7.6% | -2.8% |
| 1Y | +18.0% | +18.9% | -0.9% | +4.5% |
| 3Y | -26.2% | +74.1% | -100.3% | -55.1% |
| All | -26.2% | +74.2% | -100.5% | -55.1% |
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 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