+88.6%
PRGS vs VT
+226.2%
-137.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.5% | -1.6% | -0.9% | -1.2% |
| 30D | +19.6% | -2.5% | +22.1% | +22.1% |
| 3M | +6.3% | -1.3% | +7.6% | +7.3% |
| 6M | +52.4% | +3.1% | +49.3% | +46.7% |
| YTD | +2.7% | +10.9% | -8.2% | -7.6% |
| 1Y | +3.4% | +12.1% | -8.7% | -7.9% |
| 3Y | -12.5% | +73.9% | -86.4% | -48.2% |
| 5Y | -12.3% | +58.0% | -70.2% | -43.3% |
| All | +88.6% | +226.2% | -137.7% | -36.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling