-31.7%
PRGO vs VT
+75.6%
-107.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.6% |
| 7D | +4.5% | -0.7% | +5.2% | +5.0% |
| 30D | +7.1% | -1.7% | +8.9% | +8.4% |
| 3M | +31.4% | -2.3% | +33.8% | +33.7% |
| 6M | +56.6% | +1.5% | +55.0% | +53.7% |
| YTD | +27.3% | +12.0% | +15.2% | +15.7% |
| 1Y | +23.9% | +12.9% | +11.0% | +12.0% |
| All | -31.7% | +75.6% | -107.3% | -58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling