+209.4%
PFIX vs VT
+57.5%
+151.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.3% | +1.7% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -10.0% | -3.1% | -6.9% | -10.8% |
| 3M | +8.1% | -3.5% | +11.6% | +7.1% |
| 6M | +18.8% | +0.5% | +18.3% | +19.3% |
| YTD | +18.2% | +10.8% | +7.4% | +22.4% |
| 1Y | +30.2% | +11.9% | +18.3% | +35.2% |
| 3Y | +25.6% | +73.0% | -47.3% | +47.5% |
| 5Y | +209.4% | +58.6% | +150.8% | +280.9% |
| All | +209.4% | +57.5% | +151.8% | +280.9% |
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