+71.6%
PGNY price history and return analytics
+140.5%
-68.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | +5.4% | -1.1% | +6.5% | +6.9% |
| 30D | +7.6% | -1.0% | +8.6% | +8.8% |
| 3M | +6.6% | +3.2% | +3.5% | +1.8% |
| 6M | +56.2% | +12.5% | +43.7% | +31.9% |
| YTD | +6.5% | +14.1% | -7.6% | -11.9% |
| 1Y | +18.0% | +18.9% | -0.9% | -7.8% |
| 3Y | -26.2% | +74.1% | -100.3% | -67.5% |
| 5Y | -53.1% | +66.9% | -120.0% | -77.2% |
| All | +71.6% | +140.5% | -68.9% | -60.7% |
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