+138.4%
PYZ price history and return analytics
+229.8%
-91.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -3.3% | -1.1% | -2.1% | -1.9% |
| 30D | -4.9% | -1.0% | -3.9% | -3.8% |
| 3M | -6.9% | +3.2% | -10.0% | -10.4% |
| 6M | -1.9% | +12.5% | -14.4% | -14.9% |
| YTD | +10.2% | +14.1% | -3.9% | -5.8% |
| 1Y | +15.2% | +18.9% | -3.7% | -6.1% |
| 3Y | +52.8% | +74.1% | -21.3% | -21.3% |
| 5Y | +43.9% | +66.9% | -23.0% | -21.1% |
| All | +138.4% | +229.8% | -91.4% | -41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling