+61.4%
PFO price history and return analytics
+223.7%
-162.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.3% |
| 7D | +1.6% | +0.4% | +1.3% | +1.4% |
| 30D | +2.7% | -2.6% | +5.3% | +4.2% |
| 3M | -2.5% | -3.2% | +0.7% | -0.7% |
| 6M | -1.9% | +0.9% | -2.8% | -2.7% |
| YTD | -1.8% | +11.3% | -13.1% | -8.6% |
| 1Y | -1.8% | +14.0% | -15.8% | -10.0% |
| 3Y | +46.8% | +75.8% | -29.1% | +0.8% |
| 5Y | -2.6% | +57.8% | -60.4% | -28.7% |
| 10Y | +61.4% | +219.8% | -158.4% | -29.3% |
| All | +61.4% | +223.7% | -162.3% | -29.3% |
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