+97.9%
PFIS vs VT
+75.6%
+22.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | -3.0% | -0.7% | -2.3% | -2.5% |
| 30D | +6.2% | -1.7% | +7.9% | +7.6% |
| 3M | +4.1% | -2.3% | +6.4% | +6.0% |
| 6M | +28.8% | +1.5% | +27.3% | +26.0% |
| YTD | +53.3% | +12.0% | +41.3% | +35.6% |
| 1Y | +60.4% | +12.9% | +47.5% | +40.6% |
| All | +97.9% | +75.6% | +22.3% | -4.1% |
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