+68.7%
PGHY price history and return analytics
+314.3%
-245.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | -0.4% | -1.0% | +0.6% | -0.3% |
| 3M | +0.1% | +3.2% | -3.0% | -0.4% |
| 6M | +2.3% | +12.5% | -10.2% | +0.3% |
| YTD | +2.8% | +14.1% | -11.3% | +0.5% |
| 1Y | +3.5% | +18.9% | -15.4% | +0.6% |
| 3Y | +27.1% | +74.1% | -46.9% | +16.1% |
| 5Y | +24.8% | +66.9% | -42.1% | +14.2% |
| 10Y | +47.5% | +228.3% | -180.8% | +21.3% |
| All | +68.7% | +314.3% | -245.6% | +33.0% |
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