+59.8%
PFFA price history and return analytics
+146.6%
-86.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -1.8% | +2.9% | -4.7% | -4.1% |
| 30D | -6.1% | -2.5% | -3.5% | -4.2% |
| 3M | -12.0% | -3.3% | -8.7% | -9.6% |
| 6M | -12.6% | +1.5% | -14.2% | -14.1% |
| YTD | -8.9% | +11.4% | -20.3% | -17.4% |
| 1Y | -7.6% | +11.9% | -19.5% | -16.7% |
| 3Y | +28.1% | +73.9% | -45.7% | -23.7% |
| 5Y | +16.2% | +57.9% | -41.7% | -24.8% |
| All | +59.8% | +146.6% | -86.8% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling