+51.4%
PZG vs VOO
+80.3%
-28.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.4% |
| 7D | -8.4% | -2.0% | -6.4% | -7.5% |
| 30D | -14.9% | -1.7% | -13.3% | -14.2% |
| 3M | +20.2% | +4.7% | +15.4% | +17.8% |
| 6M | -44.5% | +12.6% | -57.0% | -46.9% |
| YTD | +4.0% | +11.8% | -7.8% | -0.4% |
| 1Y | +27.2% | +17.5% | +9.6% | +19.4% |
| 3Y | +309.4% | +77.0% | +232.4% | +227.1% |
| 5Y | +51.4% | +82.6% | -31.1% | +18.3% |
| All | +51.4% | +80.3% | -28.9% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling