+15.2%
PFLD price history and return analytics
+131.4%
-116.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -0.6% | -2.0% | +1.4% | +0.1% |
| 30D | -0.4% | -1.4% | +1.1% | +0.2% |
| 3M | +0.3% | +4.7% | -4.4% | -1.5% |
| 6M | +1.4% | +11.4% | -10.0% | -2.9% |
| YTD | +2.6% | +13.1% | -10.5% | -2.4% |
| 1Y | +3.7% | +19.0% | -15.3% | -3.4% |
| 3Y | +12.9% | +73.9% | -61.0% | -10.9% |
| 5Y | +4.1% | +65.4% | -61.3% | -16.5% |
| All | +15.2% | +131.4% | -116.1% | -30.6% |
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 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