+241.4%
PFG price history and return analytics
+222.7%
+18.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.1% |
| 7D | +3.2% | -0.1% | +3.4% | +3.5% |
| 30D | +0.9% | -0.7% | +1.6% | +1.9% |
| 3M | +7.7% | +4.0% | +3.7% | +1.7% |
| 6M | +29.0% | +12.3% | +16.7% | +9.4% |
| YTD | +32.5% | +14.0% | +18.4% | +9.9% |
| 1Y | +47.3% | +20.3% | +27.0% | +13.5% |
| 3Y | +68.2% | +75.4% | -7.2% | -22.9% |
| 5Y | +108.5% | +66.0% | +42.5% | +3.9% |
| 10Y | +241.4% | +228.2% | +13.2% | -29.4% |
| All | +241.4% | +222.7% | +18.7% | -29.4% |
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