+287.2%
PFGC price history and return analytics
+226.9%
+60.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.2% |
| 7D | -4.8% | -2.0% | -2.8% | -2.2% |
| 30D | -17.2% | -1.4% | -15.8% | -15.7% |
| 3M | -6.3% | +4.7% | -11.1% | -12.7% |
| 6M | +8.8% | +11.4% | -2.5% | -7.4% |
| YTD | +4.9% | +13.1% | -8.1% | -12.8% |
| 1Y | -9.5% | +19.0% | -28.5% | -30.5% |
| 3Y | +59.6% | +73.9% | -14.4% | -30.9% |
| 5Y | +113.5% | +65.4% | +48.1% | +0.8% |
| All | +287.2% | +226.9% | +60.3% | -14.1% |
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