-9.5%
PFGC vs VO
+12.4%
-21.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.8% |
| 7D | -4.8% | -2.5% | -2.4% | -3.3% |
| 30D | -17.2% | -3.2% | -14.0% | -15.5% |
| 3M | -6.3% | +3.9% | -10.3% | -9.1% |
| 6M | +8.8% | +9.6% | -0.8% | +0.6% |
| YTD | +4.9% | +11.6% | -6.7% | -4.3% |
| 1Y | -9.5% | +12.6% | -22.1% | -19.0% |
| All | -9.5% | +12.4% | -21.9% | -19.0% |
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