+15.2%
PFFD price history and return analytics
+169.3%
-154.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.4% |
| 30D | -2.1% | -1.7% | -0.4% | -1.4% |
| 3M | -7.5% | -2.3% | -5.2% | -6.6% |
| 6M | -8.4% | +1.5% | -9.9% | -9.1% |
| YTD | -5.7% | +12.0% | -17.8% | -10.5% |
| 1Y | -6.0% | +12.9% | -18.8% | -11.0% |
| 3Y | +11.0% | +74.9% | -63.9% | -14.1% |
| 5Y | -10.0% | +59.9% | -69.9% | -28.2% |
| All | +15.2% | +169.3% | -154.1% | -28.7% |
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