+98.6%
PFIS vs VT
+74.0%
+24.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +0.6% | +2.4% | -1.7% | -1.4% |
| 30D | +7.6% | -1.5% | +9.1% | +8.8% |
| 3M | +2.4% | -4.1% | +6.5% | +5.9% |
| 6M | +28.9% | +0.6% | +28.4% | +27.2% |
| YTD | +53.9% | +11.0% | +42.8% | +37.1% |
| 1Y | +61.3% | +13.3% | +47.9% | +40.4% |
| 3Y | +98.6% | +73.4% | +25.2% | -3.1% |
| All | +98.6% | +74.0% | +24.6% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling