+110.1%
PFXF vs VOO
+616.5%
-506.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -0.2% | +0.1% | -0.3% | -0.2% |
| 3M | -3.2% | +2.0% | -5.2% | -4.1% |
| 6M | +0.9% | +13.0% | -12.1% | -4.6% |
| YTD | +5.1% | +13.6% | -8.5% | -0.8% |
| 1Y | +8.2% | +20.1% | -11.9% | -0.5% |
| 3Y | +28.1% | +77.6% | -49.5% | -2.2% |
| 5Y | +16.2% | +82.4% | -66.2% | -13.1% |
| 10Y | +60.0% | +316.8% | -256.8% | -15.6% |
| All | +110.1% | +616.5% | -506.4% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling