+78.1%
PFEB price history and return analytics
+128.6%
-50.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +0.3% | +1.0% | -0.8% | -0.3% |
| 30D | +0.2% | -0.2% | +0.4% | +0.3% |
| 3M | +2.8% | +4.5% | -1.7% | +0.3% |
| 6M | +8.1% | +14.1% | -5.9% | +0.6% |
| YTD | +7.9% | +14.8% | -6.9% | -0.1% |
| 1Y | +12.1% | +21.2% | -9.1% | +0.8% |
| 3Y | +41.4% | +76.6% | -35.2% | +2.9% |
| 5Y | +52.9% | +66.6% | -13.7% | +13.8% |
| All | +78.1% | +128.6% | -50.5% | +5.0% |
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