+73.1%
PFBC vs VT
+57.0%
+16.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +0.9% | +2.4% | -1.5% | -1.0% |
| 30D | +1.8% | -1.5% | +3.3% | +2.8% |
| 3M | -3.0% | -4.1% | +1.1% | 0.0% |
| 6M | +15.7% | +0.6% | +15.1% | +14.5% |
| YTD | +13.5% | +11.0% | +2.4% | +2.9% |
| 1Y | +16.6% | +13.3% | +3.3% | +3.9% |
| 3Y | +90.5% | +73.4% | +17.1% | +19.0% |
| All | +73.1% | +57.0% | +16.1% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling