+214.7%
PTGX vs VT
+66.2%
+148.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | -0.4% | +1.0% | -1.4% | -1.5% |
| 30D | 0.0% | -0.2% | +0.3% | +0.3% |
| 3M | +48.9% | +4.5% | +44.3% | +41.1% |
| 6M | +58.5% | +14.1% | +44.4% | +36.2% |
| YTD | +67.1% | +14.8% | +52.3% | +42.2% |
| 1Y | +159.7% | +21.2% | +138.5% | +104.8% |
| 3Y | +666.1% | +76.6% | +589.5% | +238.2% |
| 5Y | +214.7% | +66.6% | +148.1% | +134.1% |
| All | +214.7% | +66.2% | +148.5% | +134.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling