+314.8%
PFD price history and return analytics
+363.9%
-49.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | -0.6% |
| 7D | +2.0% | -0.3% | +2.3% | +2.2% |
| 30D | +1.6% | -1.4% | +3.1% | +2.8% |
| 3M | -5.3% | -1.4% | -3.9% | -4.3% |
| 6M | -5.0% | +5.5% | -10.4% | -9.6% |
| YTD | -4.9% | +12.8% | -17.7% | -14.9% |
| 1Y | -4.1% | +15.4% | -19.6% | -16.0% |
| 3Y | +38.1% | +76.9% | -38.8% | -17.9% |
| 5Y | -10.6% | +60.4% | -71.0% | -43.5% |
| 10Y | +53.7% | +232.8% | -179.1% | -53.1% |
| All | +314.8% | +363.9% | -49.0% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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