+18.9%
PFE vs VLTO
+20.4%
-1.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | +3.1% | +18.7% | -15.6% | 0.0% |
| 3M | +11.2% | +21.7% | -10.5% | +7.4% |
| 6M | +15.0% | +35.8% | -20.8% | +10.3% |
| YTD | +23.5% | +18.3% | +5.3% | +21.6% |
| 1Y | +18.9% | +20.9% | -2.0% | +16.1% |
| All | +18.9% | +20.4% | -1.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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