+43.7%
PRG price history and return analytics
+73.6%
-30.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +5.2% | -0.1% | +5.3% | +5.4% |
| 30D | +26.1% | -3.1% | +29.1% | +30.2% |
| 3M | -8.6% | -3.5% | -5.1% | -5.1% |
| 6M | +6.5% | +0.5% | +6.1% | +5.5% |
| YTD | +31.9% | +10.8% | +21.1% | +16.7% |
| 1Y | +42.6% | +11.9% | +30.7% | +24.7% |
| All | +43.7% | +73.6% | -30.0% | -39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling