+47.9%
PFS price history and return analytics
+217.6%
-169.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +4.8% | -3.1% | +7.9% | +8.0% |
| 3M | -4.0% | -3.5% | -0.5% | -0.6% |
| 6M | +5.5% | +0.5% | +5.0% | +4.1% |
| YTD | +20.9% | +10.8% | +10.1% | +7.0% |
| 1Y | +29.9% | +11.9% | +18.0% | +13.6% |
| 3Y | +86.3% | +73.0% | +13.3% | +2.7% |
| 5Y | +15.0% | +58.6% | -43.6% | -30.8% |
| 10Y | +47.9% | +219.2% | -171.3% | -56.5% |
| All | +47.9% | +217.6% | -169.8% | -56.5% |
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