-6.8%
PGR vs VSH
+119.5%
-126.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.1% | -5.5% | +1.4% |
| 7D | -0.6% | +4.8% | -5.4% | 0.0% |
| 30D | +4.9% | -0.7% | +5.6% | +5.1% |
| 3M | +7.6% | -43.1% | +50.7% | +2.0% |
| 6M | +8.3% | +91.8% | -83.5% | +17.1% |
| YTD | +1.7% | +131.6% | -129.9% | +13.5% |
| 1Y | -6.8% | +118.1% | -124.9% | +2.1% |
| All | -6.8% | +119.5% | -126.3% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling