+6.3%
PFXF vs VT
+57.9%
-51.6%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.7% | -1.6% | -1.1% | -1.9% |
| 30D | -6.8% | -2.5% | -4.3% | -5.6% |
| 3M | -7.1% | -1.3% | -5.8% | -6.4% |
| 6M | -9.0% | +3.1% | -12.0% | -10.4% |
| YTD | -2.9% | +10.9% | -13.9% | -8.1% |
| 1Y | -1.3% | +12.1% | -13.3% | -7.0% |
| 3Y | +21.6% | +73.9% | -52.3% | -9.8% |
| All | +6.3% | +57.9% | -51.6% | -17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling