+59.2%
PFFA price history and return analytics
+145.9%
-86.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -2.5% | +2.4% | -4.9% | -4.4% |
| 30D | -5.4% | -1.5% | -3.9% | -4.3% |
| 3M | -12.8% | -4.1% | -8.7% | -9.9% |
| 6M | -13.0% | +0.6% | -13.6% | -13.8% |
| YTD | -9.3% | +11.0% | -20.3% | -17.5% |
| 1Y | -7.5% | +13.3% | -20.9% | -17.5% |
| 3Y | +27.4% | +73.4% | -46.0% | -23.9% |
| 5Y | +15.7% | +57.4% | -41.7% | -24.9% |
| All | +59.2% | +145.9% | -86.7% | -42.4% |
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