+0.7%
PZG vs VOO
+344.7%
-344.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +6.0% | +0.5% | +5.5% | +5.8% |
| 30D | -2.1% | -0.9% | -1.1% | -1.7% |
| 3M | +20.5% | +3.9% | +16.6% | +18.9% |
| 6M | -39.0% | +14.5% | -53.5% | -41.8% |
| YTD | +11.9% | +13.0% | -1.0% | +7.2% |
| 1Y | +34.3% | +19.4% | +14.9% | +26.0% |
| 3Y | +340.6% | +78.9% | +261.8% | +254.0% |
| 5Y | +58.1% | +82.3% | -24.2% | +24.8% |
| 10Y | -32.9% | +314.2% | -347.1% | -55.9% |
| All | +0.7% | +344.7% | -344.0% | -33.3% |
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 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