+55.4%
PFXF vs VOO
+327.4%
-272.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.4% |
| 7D | -1.8% | -0.7% | -1.0% | -1.4% |
| 30D | -5.4% | -1.1% | -4.3% | -4.9% |
| 3M | -6.9% | -0.3% | -6.6% | -6.8% |
| 6M | -7.5% | +7.4% | -14.9% | -10.6% |
| YTD | -1.8% | +13.4% | -15.1% | -7.6% |
| 1Y | +1.0% | +14.8% | -13.8% | -5.6% |
| 3Y | +23.1% | +83.3% | -60.2% | -9.3% |
| 5Y | +7.6% | +76.1% | -68.6% | -20.0% |
| All | +55.4% | +327.4% | -272.0% | -23.3% |
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