+20.5%
PFIX vs VT
+69.7%
-49.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.2% |
| 7D | -2.5% | -2.3% | -0.2% | -3.2% |
| 30D | -17.8% | -5.0% | -12.8% | -19.0% |
| 3M | +7.9% | -4.9% | +12.8% | +6.5% |
| 6M | +16.1% | -1.5% | +17.6% | +15.9% |
| YTD | +16.0% | +8.5% | +7.5% | +19.2% |
| 1Y | +27.9% | +11.4% | +16.5% | +31.9% |
| 3Y | +20.5% | +70.1% | -49.6% | +58.2% |
| All | +20.5% | +69.7% | -49.2% | +58.2% |
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