+74.0%
PGY vs VOO
+13.4%
+60.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -4.0% |
| 7D | -13.1% | -0.8% | -12.3% | -11.1% |
| 30D | -1.7% | -1.1% | -0.6% | +1.8% |
| 3M | +26.8% | +3.9% | +22.9% | +16.1% |
| 6M | +74.0% | +13.6% | +60.3% | +33.3% |
| All | +74.0% | +13.4% | +60.5% | +33.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling