+1,140.7%
PTGX price history and return analytics
+220.6%
+920.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.0% |
| 7D | -2.4% | -2.0% | -0.4% | -0.3% |
| 30D | -2.1% | -1.4% | -0.7% | -0.6% |
| 3M | +37.2% | +4.7% | +32.5% | +30.2% |
| 6M | +49.6% | +11.4% | +38.2% | +32.9% |
| YTD | +66.2% | +13.1% | +53.1% | +45.1% |
| 1Y | +151.4% | +19.0% | +132.4% | +105.5% |
| 3Y | +662.0% | +73.9% | +588.0% | +292.5% |
| 5Y | +222.0% | +65.4% | +156.6% | +88.0% |
| 10Y | +1,070.6% | +225.4% | +845.2% | +299.3% |
| All | +1,140.7% | +220.6% | +920.1% | +328.6% |
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