+47.6%
PGZ vs VT
+75.6%
-28.0%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.8% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | -1.7% | +4.8% | +3.7% |
| 3M | -8.6% | -2.3% | -6.3% | -7.8% |
| 6M | -4.3% | +1.5% | -5.9% | -5.2% |
| YTD | +0.5% | +12.0% | -11.6% | -4.6% |
| 1Y | -1.9% | +12.9% | -14.8% | -7.2% |
| All | +47.6% | +75.6% | -28.0% | +3.9% |
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