+213.1%
PFIX vs VT
+59.7%
+153.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.3% |
| 7D | -4.2% | -0.3% | -3.9% | -4.3% |
| 30D | -18.6% | -1.4% | -17.2% | -19.0% |
| 3M | +7.0% | -1.4% | +8.4% | +6.6% |
| 6M | +15.1% | +5.5% | +9.6% | +17.1% |
| YTD | +16.5% | +12.8% | +3.7% | +21.3% |
| 1Y | +29.2% | +15.4% | +13.8% | +35.3% |
| 3Y | +20.3% | +76.9% | -56.6% | +42.4% |
| All | +213.1% | +59.7% | +153.4% | +290.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling