+174.6%
PRGS vs VT
+371.8%
-197.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.8% |
| 7D | -6.7% | +1.0% | -7.7% | -7.5% |
| 30D | -1.6% | -0.2% | -1.3% | -1.3% |
| 3M | +35.3% | +4.5% | +30.8% | +29.4% |
| 6M | +6.8% | +14.1% | -7.3% | -6.1% |
| YTD | -1.8% | +14.8% | -16.6% | -14.0% |
| 1Y | -2.4% | +21.2% | -23.6% | -18.4% |
| 3Y | -26.6% | +76.6% | -103.2% | -56.5% |
| 5Y | -4.6% | +66.6% | -71.2% | -40.4% |
| 10Y | +61.3% | +222.3% | -160.9% | -43.4% |
| All | +174.6% | +371.8% | -197.2% | -28.1% |
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