+70.7%
PZT price history and return analytics
+371.8%
-301.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -1.1% | +1.0% | -2.1% | -1.1% |
| 30D | -4.1% | -0.2% | -3.9% | -4.1% |
| 3M | -4.5% | +4.5% | -9.0% | -4.7% |
| 6M | -2.9% | +14.1% | -16.9% | -3.4% |
| YTD | -1.8% | +14.8% | -16.6% | -2.4% |
| 1Y | +1.1% | +21.2% | -20.1% | +0.3% |
| 3Y | +7.2% | +76.6% | -69.4% | +4.5% |
| 5Y | -4.9% | +66.6% | -71.5% | -7.2% |
| 10Y | +13.2% | +222.3% | -209.0% | +8.3% |
| All | +70.7% | +371.8% | -301.1% | +62.0% |
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