+1,028.1%
PTGX price history and return analytics
+228.2%
+799.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.5% |
| 7D | +1.4% | -1.9% | +3.3% | +3.5% |
| 30D | -4.7% | -2.2% | -2.6% | -2.5% |
| 3M | +34.6% | +1.9% | +32.7% | +31.4% |
| 6M | +60.0% | +14.4% | +45.6% | +38.0% |
| YTD | +69.2% | +13.2% | +56.0% | +47.4% |
| 1Y | +151.1% | +18.2% | +132.8% | +106.4% |
| 3Y | +721.0% | +72.0% | +649.0% | +327.4% |
| 5Y | +228.0% | +66.0% | +162.0% | +90.1% |
| 10Y | +1,028.1% | +228.3% | +799.8% | +269.8% |
| All | +1,028.1% | +228.2% | +799.9% | +269.8% |
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