+16.8%
PGJ price history and return analytics
+368.9%
-352.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.5% |
| 7D | -3.8% | -1.1% | -2.7% | -2.6% |
| 30D | -8.7% | -1.0% | -7.7% | -7.7% |
| 3M | -7.2% | +3.2% | -10.3% | -10.7% |
| 6M | -17.6% | +12.5% | -30.1% | -28.4% |
| YTD | -21.7% | +14.1% | -35.7% | -33.0% |
| 1Y | -29.5% | +18.9% | -48.4% | -42.4% |
| 3Y | -10.2% | +74.1% | -84.2% | -52.6% |
| 5Y | -46.0% | +66.9% | -112.8% | -68.8% |
| 10Y | -17.0% | +228.3% | -245.3% | -77.5% |
| All | +16.8% | +368.9% | -352.1% | -77.9% |
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