-0.2%
PRGS vs VOO
+82.6%
-82.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.0% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +4.3% | +0.1% | +4.2% | +4.3% |
| 3M | +39.6% | +2.0% | +37.6% | +37.0% |
| 6M | +13.8% | +13.0% | +0.8% | +2.5% |
| YTD | +2.5% | +13.6% | -11.0% | -7.8% |
| 1Y | -0.3% | +20.1% | -20.4% | -14.4% |
| 3Y | -26.7% | +77.6% | -104.3% | -55.4% |
| All | -0.2% | +82.6% | -82.7% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling