+71.8%
PGR vs VCIT
+19.1%
+52.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | +0.7% | -0.5% | +1.2% | +0.7% |
| 3M | +7.7% | -0.9% | +8.7% | +7.7% |
| 6M | +4.3% | -1.9% | +6.2% | +4.3% |
| YTD | +0.7% | -1.0% | +1.7% | +0.7% |
| 1Y | -5.7% | +0.2% | -5.9% | -5.8% |
| All | +71.8% | +19.1% | +52.7% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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