+363.2%
PFGC price history and return analytics
+221.8%
+141.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.5% |
| 7D | +3.4% | +2.4% | +1.1% | +0.2% |
| 30D | +16.9% | -1.5% | +18.4% | +19.1% |
| 3M | +6.4% | -4.1% | +10.5% | +12.2% |
| 6M | +16.0% | +0.6% | +15.5% | +13.3% |
| YTD | +23.6% | +11.0% | +12.6% | +4.9% |
| 1Y | +16.6% | +13.3% | +3.3% | -4.1% |
| 3Y | +82.3% | +73.4% | +8.9% | -21.3% |
| 5Y | +138.7% | +57.4% | +81.3% | +21.1% |
| All | +363.2% | +221.8% | +141.5% | +4.7% |
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