+78.6%
PFEB price history and return analytics
+121.7%
-43.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.1% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | -0.9% | -2.6% | +1.7% | +0.4% |
| 3M | +0.5% | -3.2% | +3.7% | +2.1% |
| 6M | +3.5% | +0.9% | +2.5% | +2.7% |
| YTD | +8.2% | +11.3% | -3.1% | +1.8% |
| 1Y | +10.6% | +14.0% | -3.4% | +2.7% |
| 3Y | +43.1% | +75.8% | -32.7% | +4.2% |
| 5Y | +51.7% | +57.8% | -6.1% | +16.3% |
| All | +78.6% | +121.7% | -43.1% | +7.0% |
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