+453.5%
PFIS price history and return analytics
+371.8%
+81.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +3.4% | +1.0% | +2.4% | +3.0% |
| 30D | +1.5% | -0.2% | +1.7% | +1.6% |
| 3M | +17.9% | +4.5% | +13.3% | +15.3% |
| 6M | +37.6% | +14.1% | +23.5% | +29.0% |
| YTD | +50.4% | +14.8% | +35.6% | +40.6% |
| 1Y | +40.9% | +21.2% | +19.7% | +28.4% |
| 3Y | +85.2% | +76.6% | +8.6% | +43.6% |
| 5Y | +91.5% | +66.6% | +24.9% | +51.6% |
| 10Y | +151.3% | +222.3% | -70.9% | +65.0% |
| All | +453.5% | +371.8% | +81.6% | +283.5% |
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