+29.5%
PFFV price history and return analytics
+137.6%
-108.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.6% |
| 7D | +0.1% | +0.4% | -0.2% | 0.0% |
| 30D | -2.1% | -2.6% | +0.5% | -1.4% |
| 3M | -3.1% | -3.2% | +0.1% | -2.3% |
| 6M | -2.9% | +0.9% | -3.8% | -3.3% |
| YTD | +0.1% | +11.3% | -11.2% | -3.2% |
| 1Y | -0.6% | +14.0% | -14.6% | -4.6% |
| 3Y | +17.2% | +75.8% | -58.6% | -2.3% |
| 5Y | +6.1% | +57.8% | -51.7% | -10.2% |
| All | +29.5% | +137.6% | -108.1% | -1.3% |
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