+96.9%
PFL price history and return analytics
+226.9%
-130.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.6% |
| 7D | -2.1% | -2.0% | -0.1% | -1.0% |
| 30D | -4.0% | -1.4% | -2.6% | -3.2% |
| 3M | +0.1% | +4.7% | -4.6% | -2.6% |
| 6M | -4.6% | +11.4% | -15.9% | -10.5% |
| YTD | -4.6% | +13.1% | -17.6% | -11.3% |
| 1Y | -2.4% | +19.0% | -21.4% | -12.1% |
| 3Y | +32.7% | +73.9% | -41.2% | -5.8% |
| 5Y | +9.1% | +65.4% | -56.3% | -20.9% |
| All | +96.9% | +226.9% | -130.0% | -7.4% |
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 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