+13.4%
PFGC vs VO
+16.3%
-2.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +0.9% | +12.7% | +12.9% |
| 7D | +13.9% | +1.0% | +12.9% | +13.1% |
| 30D | +18.4% | +2.6% | +15.7% | +16.4% |
| 3M | -2.5% | -0.3% | -2.3% | -2.5% |
| 6M | +26.0% | +7.6% | +18.4% | +18.7% |
| YTD | +21.9% | +14.7% | +7.1% | +9.0% |
| 1Y | +13.4% | +16.4% | -3.1% | +0.2% |
| All | +13.4% | +16.3% | -2.9% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling