+30.8%
VRTX vs PFG
+43.7%
-12.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.0% | -3.3% | -0.3% |
| 7D | -0.4% | +2.3% | -2.7% | -1.0% |
| 30D | +8.0% | +7.6% | +0.4% | +6.0% |
| 3M | +11.0% | +2.5% | +8.5% | +10.2% |
| 6M | +28.2% | +16.6% | +11.6% | +21.7% |
| YTD | +21.5% | +34.1% | -12.5% | +8.8% |
| All | +30.8% | +43.7% | -12.9% | +12.4% |
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