+69.7%
PFG vs VIG
+57.1%
+12.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.4% |
| 7D | +6.0% | -0.4% | +6.4% | +6.6% |
| 30D | +2.2% | -2.1% | +4.3% | +5.1% |
| 3M | +10.4% | +3.3% | +7.0% | +5.7% |
| 6M | +27.8% | +9.3% | +18.5% | +13.5% |
| YTD | +33.6% | +10.1% | +23.5% | +17.5% |
| 1Y | +49.3% | +14.7% | +34.6% | +24.1% |
| 3Y | +69.7% | +56.9% | +12.8% | -3.0% |
| All | +69.7% | +57.1% | +12.7% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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