+46.2%
PFE price history and return analytics
+217.6%
-171.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +5.3% | -3.1% | +8.4% | +7.0% |
| 3M | +10.1% | -3.5% | +13.6% | +12.1% |
| 6M | +18.0% | +0.5% | +17.6% | +17.2% |
| YTD | +25.8% | +10.8% | +15.0% | +17.8% |
| 1Y | +28.4% | +11.9% | +16.5% | +19.6% |
| 3Y | +20.9% | +73.0% | -52.1% | -13.4% |
| 5Y | -21.5% | +58.6% | -80.1% | -41.5% |
| 10Y | +46.2% | +219.2% | -173.0% | -31.0% |
| All | +46.2% | +217.6% | -171.4% | -31.0% |
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