+161.7%
PFIS vs VT
+215.5%
-53.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | +2.7% | -2.3% | +5.0% | +5.1% |
| 30D | +5.7% | -5.0% | +10.6% | +11.1% |
| 3M | +1.9% | -4.9% | +6.8% | +6.8% |
| 6M | +25.1% | -1.5% | +26.6% | +25.8% |
| YTD | +52.9% | +8.5% | +44.4% | +38.2% |
| 1Y | +64.1% | +11.4% | +52.8% | +44.1% |
| 3Y | +104.5% | +70.1% | +34.4% | +14.8% |
| 5Y | +82.0% | +53.7% | +28.3% | +13.0% |
| All | +161.7% | +215.5% | -53.8% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling