+459.5%
PFIS vs VT
+374.2%
+85.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +4.1% | +0.4% | +3.6% | +3.9% |
| 30D | +1.4% | +1.0% | +0.4% | +0.9% |
| 3M | +21.8% | +2.4% | +19.5% | +20.2% |
| 6M | +34.0% | +12.0% | +22.0% | +26.8% |
| YTD | +52.1% | +15.3% | +36.7% | +41.8% |
| 1Y | +40.0% | +22.6% | +17.4% | +26.9% |
| 3Y | +83.8% | +74.7% | +9.2% | +43.2% |
| 5Y | +89.9% | +66.1% | +23.8% | +50.5% |
| 10Y | +157.3% | +225.0% | -67.7% | +68.5% |
| All | +459.5% | +374.2% | +85.3% | +286.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling