+135.5%
PGC price history and return analytics
+368.9%
-233.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.5% |
| 7D | -1.3% | -1.1% | -0.1% | -0.1% |
| 30D | -0.8% | -1.0% | +0.1% | +0.2% |
| 3M | -0.6% | +3.2% | -3.7% | -4.2% |
| 6M | +36.3% | +12.5% | +23.8% | +18.8% |
| YTD | +65.1% | +14.1% | +51.0% | +41.6% |
| 1Y | +56.3% | +18.9% | +37.4% | +28.0% |
| 3Y | +75.9% | +74.1% | +1.8% | -4.1% |
| 5Y | +46.4% | +66.9% | -20.5% | -17.5% |
| 10Y | +144.3% | +228.3% | -84.0% | -31.1% |
| All | +135.5% | +368.9% | -233.4% | -57.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling