+676.8%
PTGX vs VT
+77.9%
+598.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +1.0% | +0.4% | +0.5% | +0.7% |
| 30D | +6.1% | +1.0% | +5.1% | +5.5% |
| 3M | +41.8% | +2.4% | +39.4% | +39.8% |
| 6M | +53.7% | +12.0% | +41.7% | +44.5% |
| YTD | +66.8% | +15.3% | +51.5% | +54.6% |
| 1Y | +144.5% | +22.6% | +121.9% | +117.9% |
| All | +676.8% | +77.9% | +598.9% | +306.5% |
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