+252.5%
PFL price history and return analytics
+346.0%
-93.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +2.2% | -2.3% | +4.5% | +3.5% |
| 30D | +2.8% | -5.0% | +7.8% | +5.6% |
| 3M | -8.4% | -4.9% | -3.5% | -6.0% |
| 6M | -8.3% | -1.5% | -6.8% | -7.8% |
| YTD | -9.1% | +8.5% | -17.6% | -13.3% |
| 1Y | -6.9% | +11.4% | -18.3% | -12.5% |
| 3Y | +27.0% | +70.1% | -43.0% | -5.8% |
| 5Y | +8.0% | +53.7% | -45.7% | -16.3% |
| 10Y | +90.3% | +220.0% | -129.7% | -1.3% |
| All | +252.5% | +346.0% | -93.5% | +52.6% |
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