+465.8%
PFGC price history and return analytics
+248.0%
+217.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.3% |
| 7D | +8.5% | -2.3% | +10.8% | +11.8% |
| 30D | +15.0% | -5.0% | +20.0% | +22.5% |
| 3M | -6.2% | -4.9% | -1.3% | -0.3% |
| 6M | +15.7% | -1.5% | +17.3% | +16.3% |
| YTD | +19.6% | +8.5% | +11.1% | +5.4% |
| 1Y | +13.2% | +11.4% | +1.8% | -3.9% |
| 3Y | +77.0% | +70.1% | +6.9% | -17.9% |
| 5Y | +121.5% | +53.7% | +67.7% | +20.0% |
| 10Y | +354.5% | +220.0% | +134.6% | +16.8% |
| All | +465.8% | +248.0% | +217.7% | +33.4% |
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 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