+449.7%
V vs PFE
+61.4%
+388.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.6% |
| 7D | +2.2% | -3.7% | +5.9% | +3.6% |
| 30D | +13.6% | +5.0% | +8.6% | +11.7% |
| 3M | +14.3% | +12.2% | +2.1% | +9.7% |
| 6M | +33.1% | +14.6% | +18.5% | +26.7% |
| YTD | +21.2% | +24.1% | -2.9% | +11.8% |
| 1Y | +26.4% | +26.6% | -0.1% | +15.6% |
| 3Y | +77.6% | +14.3% | +63.3% | +65.0% |
| 5Y | +102.6% | -21.9% | +124.5% | +113.3% |
| All | +449.7% | +61.4% | +388.3% | +323.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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