-31.3%
PFAI vs VT
+44.2%
-75.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +3.4% |
| 7D | -7.4% | +2.9% | -10.3% | -7.3% |
| 30D | -41.5% | -2.5% | -39.0% | -41.3% |
| 3M | -3.5% | -3.3% | -0.2% | -3.1% |
| 6M | -25.7% | +1.5% | -27.2% | -27.8% |
| YTD | +32.5% | +11.4% | +21.1% | +18.4% |
| 1Y | -1.8% | +11.9% | -13.7% | -12.8% |
| All | -31.3% | +44.2% | -75.5% | -10.9% |
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 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