+48.8%
PFE price history and return analytics
+221.8%
-173.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -1.7% | +2.4% | -4.1% | -3.0% |
| 30D | +0.3% | -1.5% | +1.9% | +1.1% |
| 3M | +9.4% | -4.1% | +13.5% | +11.8% |
| 6M | +14.9% | +0.6% | +14.3% | +14.0% |
| YTD | +23.8% | +11.0% | +12.8% | +15.8% |
| 1Y | +19.5% | +13.3% | +6.2% | +10.5% |
| 3Y | +21.0% | +73.4% | -52.4% | -13.4% |
| 5Y | -23.9% | +57.4% | -81.3% | -43.0% |
| All | +48.8% | +221.8% | -173.0% | -27.5% |
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 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