+23.3%
PFFD price history and return analytics
+175.8%
-152.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | -1.1% | -0.2% | -0.9% | -1.0% |
| 3M | -0.5% | +4.5% | -5.1% | -2.5% |
| 6M | -0.1% | +14.1% | -14.1% | -5.8% |
| YTD | +0.9% | +14.8% | -13.8% | -5.2% |
| 1Y | -0.6% | +21.2% | -21.8% | -8.8% |
| 3Y | +16.5% | +76.6% | -60.0% | -10.2% |
| 5Y | -4.2% | +66.6% | -70.8% | -24.9% |
| All | +23.3% | +175.8% | -152.5% | -24.4% |
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