+89.4%
PFE vs VTI
+964.9%
-875.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +10.2% | 0.0% | +10.2% | +10.2% |
| 3M | +12.7% | +2.0% | +10.7% | +10.9% |
| 6M | +10.5% | +13.0% | -2.4% | +1.1% |
| YTD | +20.2% | +13.9% | +6.2% | +9.2% |
| 1Y | +24.1% | +20.0% | +4.1% | +8.7% |
| 3Y | -3.6% | +75.8% | -79.4% | -36.6% |
| 5Y | -20.9% | +73.8% | -94.7% | -48.9% |
| 10Y | +35.8% | +297.5% | -261.6% | -54.8% |
| All | +89.4% | +964.9% | -875.5% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 all: compounded portfolio wealth divided by compounded VTI 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…
all analysis · Full analysis span regression · 6 months rolling