+112.3%
PFGC vs VO
+43.2%
+69.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -2.4% | +0.6% | -3.1% | -3.1% |
| 30D | -15.8% | -1.1% | -14.7% | -14.9% |
| 3M | -0.6% | +4.5% | -5.1% | -5.3% |
| 6M | +10.7% | +11.1% | -0.4% | -1.1% |
| YTD | +7.6% | +13.5% | -5.9% | -6.1% |
| 1Y | -7.8% | +14.5% | -22.3% | -20.5% |
| 3Y | +63.7% | +58.1% | +5.6% | -0.6% |
| 5Y | +112.3% | +43.3% | +69.0% | +43.5% |
| All | +112.3% | +43.2% | +69.1% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling