+130.9%
PFIX price history and return analytics
+77.0%
+53.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +2.3% |
| 7D | +0.7% | -0.1% | +0.9% | +0.7% |
| 30D | +1.3% | -0.7% | +2.0% | +1.1% |
| 3M | +12.9% | +4.0% | +8.9% | +14.3% |
| 6M | +22.4% | +12.3% | +10.1% | +26.8% |
| YTD | +10.8% | +14.0% | -3.3% | +15.2% |
| 1Y | +11.6% | +20.3% | -8.7% | +17.5% |
| 3Y | +40.9% | +75.4% | -34.5% | +64.1% |
| 5Y | +192.5% | +66.0% | +126.5% | +251.1% |
| All | +130.9% | +77.0% | +53.8% | +179.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling