+15.9%
PFFD price history and return analytics
+167.5%
-151.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | 0.0% |
| 7D | +1.1% | +0.4% | +0.8% | +0.9% |
| 30D | -2.2% | -2.6% | +0.4% | -1.1% |
| 3M | -7.0% | -3.2% | -3.8% | -5.7% |
| 6M | -8.2% | +0.9% | -9.1% | -8.7% |
| YTD | -5.1% | +11.3% | -16.4% | -9.7% |
| 1Y | -4.8% | +14.0% | -18.8% | -10.3% |
| 3Y | +12.4% | +75.8% | -63.5% | -13.3% |
| 5Y | -10.4% | +57.8% | -68.2% | -28.1% |
| All | +15.9% | +167.5% | -151.6% | -28.0% |
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