-83.4%
PGY vs VOO
+100.0%
-183.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -3.2% |
| 7D | -13.1% | -0.8% | -12.3% | -11.8% |
| 30D | -1.7% | -1.1% | -0.6% | +0.7% |
| 3M | +26.8% | +3.9% | +22.9% | +19.7% |
| 6M | +74.0% | +13.6% | +60.3% | +41.6% |
| YTD | -4.4% | +12.7% | -17.2% | -20.4% |
| 1Y | -47.6% | +17.6% | -65.2% | -58.7% |
| 3Y | -23.3% | +77.3% | -100.6% | -62.3% |
| 5Y | -82.9% | +84.1% | -167.0% | -92.5% |
| All | -83.4% | +100.0% | -183.4% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling