+257.6%
PFL price history and return analytics
+355.4%
-97.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | +2.2% | -3.1% | +5.3% | +3.9% |
| 3M | -7.5% | -3.5% | -4.0% | -5.8% |
| 6M | -7.3% | +0.5% | -7.7% | -7.7% |
| YTD | -7.8% | +10.8% | -18.6% | -13.0% |
| 1Y | -6.1% | +11.9% | -18.0% | -11.9% |
| 3Y | +29.7% | +73.0% | -43.3% | -4.7% |
| 5Y | +10.7% | +58.6% | -47.9% | -15.6% |
| 10Y | +95.1% | +219.2% | -124.0% | +1.3% |
| All | +257.6% | +355.4% | -97.8% | +53.1% |
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