+0.7%
PFE vs VIG
+58.6%
-57.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.9% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | +10.2% | -1.0% | +11.2% | +11.0% |
| 3M | +12.7% | +2.8% | +9.9% | +10.5% |
| 6M | +10.5% | +8.2% | +2.3% | +4.4% |
| YTD | +20.2% | +11.0% | +9.1% | +11.4% |
| 1Y | +24.1% | +16.1% | +7.9% | +11.6% |
| All | +0.7% | +58.6% | -57.9% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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