+2,121.0%
VRTX vs PFG
+996.3%
+1,124.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.2% |
| 7D | -0.4% | -2.2% | +1.9% | +0.2% |
| 30D | +7.9% | +6.4% | +1.5% | +6.0% |
| 3M | +3.3% | +2.2% | +1.0% | +2.4% |
| 6M | +25.7% | +16.3% | +9.4% | +20.1% |
| YTD | +20.7% | +33.2% | -12.6% | +10.8% |
| 1Y | +27.4% | +40.6% | -13.2% | +15.3% |
| 3Y | +46.4% | +83.3% | -36.9% | +21.2% |
| 5Y | +194.3% | +97.7% | +96.6% | +134.3% |
| 10Y | +494.6% | +189.9% | +304.7% | +293.8% |
| All | +2,121.0% | +996.3% | +1,124.7% | +710.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling