+74.9%
PGZ vs VOO
+499.6%
-424.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.2% |
| 7D | -0.8% | +0.5% | -1.4% | -1.1% |
| 30D | -4.3% | -0.9% | -3.3% | -3.8% |
| 3M | +1.5% | +3.9% | -2.4% | -0.7% |
| 6M | +1.5% | +14.5% | -13.0% | -5.7% |
| YTD | +5.6% | +13.0% | -7.4% | -1.3% |
| 1Y | +4.4% | +19.4% | -15.0% | -5.3% |
| 3Y | +48.1% | +78.9% | -30.8% | +6.4% |
| 5Y | +9.8% | +82.3% | -72.5% | -22.8% |
| 10Y | +44.5% | +314.2% | -269.7% | -32.9% |
| All | +74.9% | +499.6% | -424.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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