-83.4%
PGY price history and return analytics
+77.7%
-161.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -3.4% |
| 7D | -13.1% | -1.1% | -12.0% | -11.1% |
| 30D | -1.7% | -1.0% | -0.7% | +0.7% |
| 3M | +26.8% | +3.2% | +23.6% | +20.7% |
| 6M | +74.0% | +12.5% | +61.5% | +42.0% |
| YTD | -4.4% | +14.1% | -18.5% | -23.8% |
| 1Y | -47.6% | +18.9% | -66.5% | -60.7% |
| 3Y | -23.3% | +74.1% | -97.4% | -64.4% |
| 5Y | -82.9% | +66.9% | -149.8% | -92.8% |
| All | -83.4% | +77.7% | -161.0% | -93.0% |
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