+112.3%
PFGC price history and return analytics
+66.2%
+46.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -2.4% | +1.0% | -3.4% | -3.4% |
| 30D | -15.8% | -0.2% | -15.5% | -15.6% |
| 3M | -0.6% | +4.5% | -5.1% | -5.6% |
| 6M | +10.7% | +14.1% | -3.4% | -4.5% |
| YTD | +7.6% | +14.8% | -7.1% | -7.9% |
| 1Y | -7.8% | +21.2% | -29.0% | -26.1% |
| 3Y | +63.7% | +76.6% | -12.9% | -16.2% |
| 5Y | +112.3% | +66.6% | +45.7% | +20.3% |
| All | +112.3% | +66.2% | +46.1% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling