+484.0%
V vs PFE
+46.7%
+437.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.9% | -1.7% | +2.6% | +1.5% |
| 30D | +9.0% | +0.3% | +8.6% | +8.9% |
| 3M | +16.7% | +9.4% | +7.3% | +13.1% |
| 6M | +33.4% | +14.9% | +18.5% | +26.8% |
| YTD | +22.4% | +23.8% | -1.4% | +12.8% |
| 1Y | +27.7% | +19.5% | +8.2% | +19.1% |
| 3Y | +78.0% | +21.0% | +56.9% | +61.2% |
| 5Y | +108.5% | -23.9% | +132.4% | +122.7% |
| All | +484.0% | +46.7% | +437.3% | +339.8% |
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