+89.6%
VRT vs PFE
+20.6%
+69.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.6% |
| 7D | -8.4% | -2.6% | -5.8% | -8.3% |
| 30D | -10.9% | +5.4% | -16.2% | -11.5% |
| 3M | -13.7% | +7.8% | -21.5% | -13.9% |
| 6M | -4.1% | +5.0% | -9.2% | -3.6% |
| YTD | +58.7% | +17.1% | +41.7% | +54.1% |
| 1Y | +89.6% | +19.3% | +70.3% | +82.6% |
| All | +89.6% | +20.6% | +69.0% | +82.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling