+49.6%
PFE price history and return analytics
+223.7%
-174.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -2.0% |
| 7D | -4.7% | +0.4% | -5.1% | -4.9% |
| 30D | +3.4% | -2.6% | +6.0% | +4.8% |
| 3M | +9.2% | -3.2% | +12.5% | +11.1% |
| 6M | +15.8% | +0.9% | +14.9% | +14.7% |
| YTD | +23.4% | +11.3% | +12.1% | +15.3% |
| 1Y | +25.8% | +14.0% | +11.8% | +15.9% |
| 3Y | +17.8% | +75.8% | -58.0% | -16.4% |
| 5Y | -20.2% | +57.8% | -78.0% | -40.3% |
| 10Y | +49.6% | +219.8% | -170.2% | -27.3% |
| All | +49.6% | +223.7% | -174.1% | -27.3% |
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