+18.9%
PFE vs VG
+71.2%
-52.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -1.9% |
| 7D | -2.1% | +15.1% | -17.2% | -1.5% |
| 30D | +3.1% | -4.2% | +7.3% | +3.1% |
| 3M | +11.2% | -3.1% | +14.3% | +11.3% |
| 6M | +15.0% | +0.3% | +14.7% | +15.3% |
| YTD | +23.5% | +95.5% | -71.9% | +24.4% |
| 1Y | +18.9% | +64.4% | -45.5% | +21.3% |
| All | +18.9% | +71.2% | -52.3% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling