-33.0%
PZG price history and return analytics
+214.3%
-247.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | -3.7% | +2.4% | -6.0% | -4.8% |
| 30D | -9.8% | -1.5% | -8.3% | -8.9% |
| 3M | -36.6% | -4.1% | -32.5% | -34.9% |
| 6M | -39.5% | +0.6% | -40.0% | -39.1% |
| YTD | -25.6% | +11.0% | -36.6% | -28.4% |
| 1Y | -13.1% | +13.3% | -26.5% | -17.4% |
| 3Y | +189.5% | +73.4% | +116.1% | +123.7% |
| 5Y | +11.7% | +57.4% | -45.8% | -10.6% |
| 10Y | -39.1% | +221.7% | -260.8% | -63.5% |
| All | -33.0% | +214.3% | -247.3% | -59.3% |
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 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