+20.9%
PFIX vs VT
+69.4%
-48.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +3.9% | -1.3% |
| 7D | -3.6% | -4.2% | +0.5% | -4.8% |
| 30D | -18.5% | -5.8% | -12.7% | -19.9% |
| 3M | +10.0% | -5.2% | +15.2% | +8.3% |
| 6M | +14.0% | +0.1% | +13.9% | +14.3% |
| YTD | +16.4% | +8.2% | +8.1% | +19.5% |
| 1Y | +26.8% | +10.1% | +16.6% | +30.5% |
| All | +20.9% | +69.4% | -48.5% | +58.6% |
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