+87.5%
PFIS price history and return analytics
+72.7%
+14.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.9% |
| 7D | +1.1% | -2.0% | +3.1% | +2.9% |
| 30D | +3.1% | -1.4% | +4.5% | +4.3% |
| 3M | +15.0% | +4.7% | +10.3% | +9.8% |
| 6M | +38.4% | +11.4% | +27.1% | +24.3% |
| YTD | +51.8% | +13.1% | +38.7% | +33.8% |
| 1Y | +42.9% | +19.0% | +23.9% | +18.9% |
| All | +87.5% | +72.7% | +14.8% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling