-32.0%
PGY vs VOO
+9.9%
-41.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -4.4% | -4.6% | +4.4% |
| 7D | -16.3% | -4.7% | -11.6% | -2.6% |
| 30D | -3.5% | -5.9% | +2.4% | +17.0% |
| 3M | -20.1% | -4.5% | -15.6% | -7.2% |
| 6M | +19.5% | +1.9% | +17.6% | +14.1% |
| YTD | -16.7% | +8.4% | -25.1% | -33.6% |
| 1Y | -32.0% | +9.5% | -41.4% | -47.4% |
| All | -32.0% | +9.9% | -41.8% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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