+50.7%
PFE price history and return analytics
+224.4%
-173.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.3% |
| 7D | -3.0% | -0.7% | -2.3% | -2.6% |
| 30D | +5.2% | -1.7% | +7.0% | +6.1% |
| 3M | +12.2% | -2.3% | +14.6% | +13.5% |
| 6M | +17.8% | +1.5% | +16.3% | +16.2% |
| YTD | +26.2% | +12.0% | +14.1% | +17.4% |
| 1Y | +23.2% | +12.9% | +10.3% | +14.1% |
| 3Y | +21.3% | +74.9% | -53.7% | -13.7% |
| 5Y | -23.1% | +59.9% | -83.0% | -42.9% |
| 10Y | +50.7% | +224.6% | -173.9% | -26.7% |
| All | +50.7% | +224.4% | -173.6% | -26.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling