+2.7%
PGZ price history and return analytics
+19.6%
-16.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -2.0% | -1.1% | -0.9% | -1.6% |
| 30D | -5.1% | -1.0% | -4.1% | -4.8% |
| 3M | -2.7% | +3.2% | -5.8% | -3.9% |
| 6M | +1.8% | +12.5% | -10.6% | -3.7% |
| YTD | +3.9% | +14.1% | -10.1% | -2.3% |
| 1Y | +2.7% | +18.9% | -16.2% | -5.4% |
| All | +2.7% | +19.6% | -16.9% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling