+29.3%
V vs PGR
+21.4%
+8.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.5% | +1.3% | +3.1% |
| 7D | +9.0% | +4.1% | +4.9% | +7.7% |
| 30D | +18.1% | +10.4% | +7.6% | +14.8% |
| 3M | +18.3% | +11.4% | +6.9% | +14.8% |
| 6M | +34.1% | +17.9% | +16.2% | +27.5% |
| YTD | +25.2% | +9.8% | +15.5% | +21.8% |
| 1Y | +29.3% | +19.3% | +10.0% | +24.4% |
| All | +29.3% | +21.4% | +8.0% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 1y: compounded portfolio wealth divided by compounded PGR 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…
1y analysis · Full analysis span regression · 6 months rolling