-1.5%
VCIT vs PFG
+38.8%
-40.3%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.6% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | +0.8% | +5.0% | -4.2% | +0.6% |
| 3M | -1.7% | +0.1% | -1.8% | -1.8% |
| 6M | -2.1% | +13.8% | -15.9% | -2.9% |
| YTD | -2.0% | +31.2% | -33.3% | -3.9% |
| 1Y | -1.5% | +37.1% | -38.5% | -3.6% |
| All | -1.5% | +38.8% | -40.3% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling