-30.0%
PFAI vs VT
+40.5%
-70.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -6.0% | -5.7% |
| 7D | -23.3% | -2.3% | -21.0% | -23.3% |
| 30D | -44.8% | -5.0% | -39.8% | -44.6% |
| 3M | +18.9% | -4.9% | +23.8% | +18.7% |
| 6M | -27.6% | -1.5% | -26.1% | -29.6% |
| YTD | +34.9% | +8.5% | +26.4% | +20.5% |
| 1Y | +7.3% | +11.4% | -4.1% | -6.0% |
| All | -30.0% | +40.5% | -70.5% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling