-32.7%
PFAI vs VT
+48.6%
-81.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -11.5% | +1.0% | -12.5% | -11.9% |
| 30D | +9.3% | -0.2% | +9.6% | +9.4% |
| 3M | -31.9% | +4.5% | -36.4% | -33.6% |
| 6M | +30.6% | +14.1% | +16.5% | +17.3% |
| YTD | +29.6% | +14.8% | +14.8% | +15.5% |
| 1Y | +27.5% | +21.2% | +6.3% | +13.9% |
| All | -32.7% | +48.6% | -81.4% | -13.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling