+3.6%
PFE vs VLTO
+27.2%
-23.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.8% |
| 7D | +1.8% | -2.3% | +4.0% | +2.5% |
| 30D | +10.2% | -0.9% | +11.1% | +10.5% |
| 3M | +12.7% | +13.8% | -1.1% | +8.2% |
| 6M | +10.5% | +2.0% | +8.5% | +9.8% |
| YTD | +20.2% | -3.2% | +23.3% | +21.3% |
| 1Y | +24.1% | -9.2% | +33.2% | +28.1% |
| All | +3.6% | +27.2% | -23.6% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling