+66.6%
PGZ vs VT
+295.3%
-228.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +3.3% | -2.3% | +5.6% | +4.6% |
| 30D | +3.6% | -5.0% | +8.6% | +6.6% |
| 3M | -8.5% | -4.9% | -3.6% | -6.0% |
| 6M | -4.5% | -1.5% | -3.0% | -4.0% |
| YTD | +0.6% | +8.5% | -7.9% | -4.6% |
| 1Y | -0.9% | +11.4% | -12.3% | -7.4% |
| 3Y | +47.5% | +70.1% | -22.6% | +5.9% |
| 5Y | +1.9% | +53.7% | -51.9% | -22.8% |
| 10Y | +52.1% | +220.0% | -167.8% | -23.2% |
| All | +66.6% | +295.3% | -228.7% | -22.4% |
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