+15.2%
PFGC vs VO
+14.5%
+0.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.7% |
| 7D | +1.5% | +0.2% | +1.3% | +1.2% |
| 30D | +17.4% | +2.0% | +15.4% | +15.7% |
| 3M | -2.4% | -0.3% | -2.1% | -2.5% |
| 6M | +18.2% | +7.3% | +10.9% | +11.4% |
| YTD | +23.7% | +15.0% | +8.7% | +10.5% |
| All | +15.2% | +14.5% | +0.7% | +3.1% |
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