+79.5%
PGRO vs VT
+69.6%
+9.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -0.3% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | -8.9% | -2.6% | -6.4% | -5.8% |
| 3M | -6.1% | -3.2% | -2.9% | -2.1% |
| 6M | -5.5% | +0.9% | -6.5% | -6.4% |
| YTD | +0.3% | +11.3% | -11.0% | -11.9% |
| 1Y | +0.8% | +14.0% | -13.2% | -14.1% |
| 3Y | +70.0% | +75.8% | -5.8% | -14.0% |
| 5Y | +52.0% | +57.8% | -5.8% | -11.2% |
| All | +79.5% | +69.6% | +9.9% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling