+72.2%
PGZ price history and return analytics
+315.7%
-243.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.2% |
| 7D | -2.0% | -1.1% | -0.9% | -1.4% |
| 30D | -5.1% | -1.0% | -4.1% | -4.6% |
| 3M | -2.7% | +3.2% | -5.8% | -4.5% |
| 6M | +1.8% | +12.5% | -10.6% | -5.1% |
| YTD | +3.9% | +14.1% | -10.1% | -4.1% |
| 1Y | +2.7% | +18.9% | -16.2% | -7.6% |
| 3Y | +46.4% | +74.1% | -27.7% | +4.0% |
| 5Y | +7.9% | +66.9% | -58.9% | -22.1% |
| 10Y | +44.5% | +228.3% | -183.8% | -28.4% |
| All | +72.2% | +315.7% | -243.5% | -22.0% |
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