+125.8%
PFIX vs VT
+79.1%
+46.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | +1.3% | +0.4% | +0.9% | +1.5% |
| 30D | +2.3% | +1.0% | +1.4% | +2.6% |
| 3M | +9.9% | +2.4% | +7.5% | +10.7% |
| 6M | +22.2% | +12.0% | +10.2% | +26.7% |
| YTD | +8.3% | +15.3% | -7.0% | +13.1% |
| 1Y | -0.1% | +22.6% | -22.7% | +5.6% |
| 3Y | +40.5% | +74.7% | -34.2% | +63.6% |
| 5Y | +183.2% | +66.1% | +117.1% | +241.5% |
| All | +125.8% | +79.1% | +46.7% | +174.3% |
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