-74.0%
PGEN price history and return analytics
+229.8%
-303.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.7% | +0.9% |
| 7D | -3.5% | -1.1% | -2.4% | -1.5% |
| 30D | 0.0% | -1.0% | +1.0% | +1.6% |
| 3M | +51.2% | +3.2% | +48.1% | +42.9% |
| 6M | +100.3% | +12.5% | +87.8% | +61.9% |
| YTD | +63.9% | +14.1% | +49.8% | +29.6% |
| 1Y | +65.5% | +18.9% | +46.6% | +21.3% |
| 3Y | +330.8% | +74.1% | +256.7% | +68.2% |
| 5Y | +10.8% | +66.9% | -56.0% | -49.9% |
| All | -74.0% | +229.8% | -303.8% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling