-35.9%
PYPG vs VT
+46.0%
-81.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.8% |
| 7D | -0.2% | +2.4% | -2.6% | -4.8% |
| 30D | +9.7% | -1.5% | +11.2% | +13.0% |
| 3M | -11.3% | -4.1% | -7.1% | -2.8% |
| 6M | +48.6% | +0.6% | +48.1% | +45.7% |
| YTD | -23.3% | +11.0% | -34.3% | -42.3% |
| 1Y | -39.8% | +13.3% | -53.1% | -57.4% |
| All | -35.9% | +46.0% | -81.9% | -78.3% |
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