+60.6%
PFE vs VT
+215.5%
-154.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.8% |
| 7D | -3.7% | -2.3% | -1.4% | -2.4% |
| 30D | +5.0% | -5.0% | +9.9% | +7.9% |
| 3M | +12.2% | -4.9% | +17.1% | +15.2% |
| 6M | +14.6% | -1.5% | +16.1% | +15.0% |
| YTD | +24.1% | +8.5% | +15.6% | +17.6% |
| 1Y | +26.6% | +11.4% | +15.2% | +18.1% |
| 3Y | +14.3% | +70.1% | -55.8% | -17.4% |
| 5Y | -21.9% | +53.7% | -75.6% | -40.7% |
| All | +60.6% | +215.5% | -154.9% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling