+0.7%
PFE vs VO
+58.9%
-58.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +1.8% | -0.3% | +2.0% | +1.9% |
| 30D | +10.2% | -0.3% | +10.6% | +10.4% |
| 3M | +12.7% | +2.9% | +9.7% | +10.9% |
| 6M | +10.5% | +9.3% | +1.2% | +5.3% |
| YTD | +20.2% | +14.2% | +6.0% | +11.8% |
| 1Y | +24.1% | +15.3% | +8.8% | +14.9% |
| All | +0.7% | +58.9% | -58.3% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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