-42.4%
PZG vs VOO
+325.3%
-367.6%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.4% |
| 7D | -6.4% | -0.8% | -5.6% | -6.0% |
| 30D | -13.2% | -1.1% | -12.1% | -12.7% |
| 3M | +14.8% | +3.9% | +10.9% | +13.0% |
| 6M | -42.9% | +13.6% | -56.5% | -45.6% |
| YTD | +4.8% | +12.7% | -7.9% | 0.0% |
| 1Y | +28.2% | +17.6% | +10.6% | +20.1% |
| 3Y | +319.0% | +77.3% | +241.7% | +228.3% |
| 5Y | +52.6% | +84.1% | -31.5% | +16.3% |
| All | -42.4% | +325.3% | -367.6% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling