+259.3%
PRG vs VT
+363.9%
-104.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.7% | +7.5% | +7.6% |
| 7D | +29.2% | -0.3% | +29.5% | +29.5% |
| 30D | +29.1% | -1.4% | +30.5% | +30.8% |
| 3M | -12.7% | -1.4% | -11.3% | -11.6% |
| 6M | +12.0% | +5.5% | +6.5% | +6.5% |
| YTD | +36.9% | +12.8% | +24.1% | +22.6% |
| 1Y | +44.8% | +15.4% | +29.4% | +27.0% |
| 3Y | +44.3% | +76.9% | -32.6% | -13.4% |
| 5Y | -10.6% | +60.4% | -71.0% | -39.5% |
| 10Y | +96.9% | +232.8% | -135.8% | -19.1% |
| All | +259.3% | +363.9% | -104.6% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling