+18.8%
PGR vs VTRS
+88.0%
-69.2%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.8% |
| 7D | +1.3% | -1.2% | +2.5% | +1.2% |
| 30D | +10.0% | +8.2% | +1.8% | +10.6% |
| 3M | +9.6% | +8.3% | +1.3% | +10.2% |
| 6M | +18.0% | +24.1% | -6.1% | +20.1% |
| YTD | +9.0% | +56.0% | -47.0% | +14.1% |
| 1Y | +18.8% | +82.7% | -63.9% | +25.0% |
| All | +18.8% | +88.0% | -69.2% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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