-3.9%
PFLT price history and return analytics
+63.7%
-67.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.4% |
| 7D | -4.7% | -2.0% | -2.7% | -3.4% |
| 30D | -4.4% | -1.4% | -3.0% | -3.5% |
| 3M | -9.4% | +4.7% | -14.2% | -12.4% |
| 6M | -6.3% | +11.4% | -17.6% | -13.1% |
| YTD | -16.2% | +13.1% | -29.3% | -23.1% |
| 1Y | -20.0% | +19.0% | -39.0% | -29.2% |
| 3Y | -5.2% | +73.9% | -79.1% | -35.6% |
| 5Y | -3.9% | +65.4% | -69.3% | -35.8% |
| All | -3.9% | +63.7% | -67.6% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling