-37.9%
PRGO vs VT
+374.2%
-412.1%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +3.0% | +0.4% | +2.6% | +2.7% |
| 30D | +14.7% | +1.0% | +13.8% | +14.0% |
| 3M | +42.7% | +2.4% | +40.3% | +40.1% |
| 6M | +33.6% | +12.0% | +21.6% | +23.9% |
| YTD | +14.8% | +15.3% | -0.6% | +4.4% |
| 1Y | -31.4% | +22.6% | -54.0% | -40.2% |
| 3Y | -52.1% | +74.7% | -126.7% | -67.1% |
| 5Y | -56.1% | +66.1% | -122.2% | -69.2% |
| 10Y | -78.2% | +225.0% | -303.2% | -90.0% |
| All | -37.9% | +374.2% | -412.1% | -79.7% |
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 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