+91.4%
PFXF vs VOO
+583.8%
-492.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -0.5% |
| 7D | -3.3% | -4.7% | +1.5% | -1.1% |
| 30D | -8.1% | -5.9% | -2.2% | -5.5% |
| 3M | -9.1% | -4.5% | -4.6% | -7.1% |
| 6M | -10.5% | +1.9% | -12.3% | -11.2% |
| YTD | -4.2% | +8.4% | -12.6% | -7.7% |
| 1Y | -2.0% | +9.5% | -11.5% | -6.0% |
| 3Y | +20.0% | +75.3% | -55.3% | -7.8% |
| 5Y | +4.6% | +67.9% | -63.2% | -18.8% |
| 10Y | +51.9% | +314.4% | -262.6% | -19.2% |
| All | +91.4% | +583.8% | -492.4% | -13.5% |
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