+122.6%
PFLT price history and return analytics
+330.8%
-208.2%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -1.5% | +2.9% | -4.4% | -3.3% |
| 30D | +2.8% | -2.5% | +5.3% | +4.4% |
| 3M | -6.8% | -3.3% | -3.4% | -4.8% |
| 6M | -17.7% | +1.5% | -19.3% | -18.8% |
| YTD | -18.4% | +11.4% | -29.8% | -24.1% |
| 1Y | -17.1% | +11.9% | -29.0% | -23.2% |
| 3Y | -10.6% | +73.9% | -84.5% | -37.9% |
| 5Y | -13.6% | +57.9% | -71.5% | -36.8% |
| 10Y | +44.2% | +222.6% | -178.4% | -26.0% |
| All | +122.6% | +330.8% | -208.2% | +4.8% |
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 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