+41.8%
VRTX vs PFG
+72.1%
-30.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -2.1% | -0.6% | -1.5% | -2.0% |
| 30D | +8.2% | +2.0% | +6.2% | +7.7% |
| 3M | +13.0% | -3.2% | +16.2% | +13.7% |
| 6M | +27.9% | +10.9% | +17.0% | +24.5% |
| YTD | +20.7% | +28.8% | -8.2% | +13.1% |
| 1Y | +31.4% | +39.2% | -7.7% | +21.1% |
| 3Y | +41.8% | +75.0% | -33.2% | +17.1% |
| All | +41.8% | +72.1% | -30.3% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling