+426.7%
VRTX vs PGR
+825.1%
-398.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -5.6% | -0.6% | -5.0% | -5.4% |
| 30D | -2.0% | +4.9% | -6.9% | -3.4% |
| 3M | +15.8% | +7.6% | +8.2% | +12.8% |
| 6M | +4.7% | +8.3% | -3.6% | +1.5% |
| YTD | +13.7% | +1.7% | +12.0% | +12.1% |
| 1Y | +29.7% | -6.8% | +36.6% | +31.3% |
| 3Y | +48.4% | +73.4% | -25.0% | +17.7% |
| 5Y | +173.3% | +161.2% | +12.1% | +75.5% |
| All | +426.7% | +825.1% | -398.4% | +94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling