-15.4%
PRG price history and return analytics
+57.0%
-72.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.3% |
| 7D | +1.8% | +2.4% | -0.6% | -1.4% |
| 30D | +28.7% | -1.5% | +30.2% | +31.0% |
| 3M | -10.0% | -4.1% | -5.9% | -4.8% |
| 6M | +14.7% | +0.6% | +14.2% | +13.0% |
| YTD | +31.7% | +11.0% | +20.7% | +12.5% |
| 1Y | +39.6% | +13.3% | +26.2% | +15.6% |
| 3Y | +43.5% | +73.4% | -29.9% | -38.6% |
| All | -15.4% | +57.0% | -72.4% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling