+109.6%
VRT vs PFG
+47.8%
+61.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.5% |
| 7D | +2.4% | +3.2% | -0.8% | +2.0% |
| 30D | -2.7% | +0.9% | -3.6% | -3.0% |
| 3M | -9.2% | +7.7% | -16.9% | -10.1% |
| 6M | -0.5% | +29.0% | -29.5% | -6.6% |
| YTD | +62.3% | +32.5% | +29.9% | +51.3% |
| 1Y | +109.6% | +47.3% | +62.3% | +95.2% |
| All | +109.6% | +47.8% | +61.8% | +95.2% |
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