-27.9%
PGY vs VT
+11.9%
-39.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.7% |
| 7D | -3.6% | +2.4% | -6.0% | -9.0% |
| 30D | +0.4% | -1.5% | +1.9% | +5.0% |
| 3M | -21.4% | -4.1% | -17.3% | -11.7% |
| 6M | +28.2% | +0.6% | +27.6% | +29.5% |
| YTD | -19.3% | +11.0% | -30.3% | -38.1% |
| 1Y | -27.9% | +13.3% | -41.3% | -49.0% |
| All | -27.9% | +11.9% | -39.8% | -49.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling