+28.8%
PFFV price history and return analytics
+136.5%
-107.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | -2.6% | -3.1% | +0.4% | -1.8% |
| 3M | -3.5% | -3.5% | 0.0% | -2.6% |
| 6M | -3.4% | +0.5% | -3.9% | -3.7% |
| YTD | -0.5% | +10.8% | -11.3% | -3.6% |
| 1Y | -1.3% | +11.9% | -13.2% | -4.7% |
| 3Y | +15.9% | +73.0% | -57.1% | -2.9% |
| 5Y | +6.3% | +58.6% | -52.3% | -10.1% |
| All | +28.8% | +136.5% | -107.7% | -1.7% |
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 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