-42.4%
PZG price history and return analytics
+229.8%
-272.1%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -6.4% | -1.1% | -5.3% | -5.7% |
| 30D | -13.2% | -1.0% | -12.2% | -12.6% |
| 3M | +14.8% | +3.2% | +11.6% | +13.1% |
| 6M | -42.9% | +12.5% | -55.3% | -46.0% |
| YTD | +4.8% | +14.1% | -9.3% | -1.7% |
| 1Y | +28.2% | +18.9% | +9.2% | +17.6% |
| 3Y | +319.0% | +74.1% | +245.0% | +211.3% |
| 5Y | +52.6% | +66.9% | -14.3% | +14.8% |
| All | -42.4% | +229.8% | -272.1% | -75.9% |
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