+8.6%
VTEB vs PFG
+70.6%
-62.0%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | -0.9% | -0.4% | -0.5% | -0.9% |
| 30D | -2.5% | +2.9% | -5.4% | -2.6% |
| 3M | -3.0% | +6.7% | -9.7% | -3.1% |
| 6M | -2.1% | +33.8% | -35.9% | -2.7% |
| YTD | -1.5% | +35.0% | -36.4% | -2.1% |
| 1Y | +0.2% | +46.4% | -46.2% | -0.6% |
| 3Y | +8.6% | +71.7% | -63.1% | +5.4% |
| All | +8.6% | +70.6% | -62.0% | +5.4% |
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 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