+89.8%
PFG vs VLTO
+27.2%
+62.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -0.9% |
| 7D | +5.5% | -2.3% | +7.8% | +6.5% |
| 30D | +2.4% | -0.9% | +3.2% | +2.6% |
| 3M | +13.6% | +13.8% | -0.2% | +7.6% |
| 6M | +27.9% | +2.0% | +25.9% | +26.7% |
| YTD | +35.6% | -3.2% | +38.7% | +37.0% |
| 1Y | +48.5% | -9.2% | +57.6% | +54.3% |
| All | +89.8% | +27.2% | +62.6% | +76.1% |
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