+484.2%
PFGC price history and return analytics
+255.4%
+228.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.1% |
| 7D | +15.0% | -0.1% | +15.2% | +15.2% |
| 30D | +17.0% | -3.1% | +20.0% | +21.6% |
| 3M | -2.5% | -3.5% | +1.0% | +1.8% |
| 6M | +19.2% | +0.5% | +18.7% | +16.8% |
| YTD | +23.4% | +10.8% | +12.7% | +6.0% |
| 1Y | +13.9% | +11.9% | +2.0% | -3.8% |
| 3Y | +82.0% | +73.0% | +9.0% | -17.4% |
| 5Y | +128.7% | +58.6% | +70.1% | +18.9% |
| 10Y | +361.5% | +219.2% | +142.4% | +17.2% |
| All | +484.2% | +255.4% | +228.8% | +34.1% |
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 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