+52.7%
PFXF vs VOO
+309.9%
-257.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -1.6% | -2.7% | +1.1% | -0.3% |
| 30D | -7.3% | -5.4% | -2.0% | -4.8% |
| 3M | -7.7% | -4.1% | -3.6% | -5.8% |
| 6M | -10.6% | +0.7% | -11.4% | -10.9% |
| YTD | -3.5% | +8.7% | -12.2% | -7.3% |
| 1Y | -0.9% | +11.0% | -11.9% | -5.8% |
| 3Y | +21.9% | +75.5% | -53.6% | -8.3% |
| 5Y | +5.5% | +68.4% | -62.9% | -19.8% |
| All | +52.7% | +309.9% | -257.2% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling