-32.4%
PZG vs VT
+215.3%
-247.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.0% |
| 7D | -0.4% | +2.9% | -3.3% | -1.9% |
| 30D | -17.0% | -2.5% | -14.5% | -15.6% |
| 3M | -37.8% | -3.3% | -34.4% | -36.4% |
| 6M | -38.2% | +1.5% | -39.7% | -38.1% |
| YTD | -24.9% | +11.4% | -36.3% | -27.9% |
| 1Y | -18.4% | +11.9% | -30.4% | -22.0% |
| 3Y | +194.7% | +73.9% | +120.8% | +127.4% |
| 5Y | +12.6% | +57.9% | -45.3% | -10.0% |
| 10Y | -38.6% | +222.6% | -261.2% | -63.2% |
| All | -32.4% | +215.3% | -247.7% | -59.0% |
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