+39.5%
PFS price history and return analytics
+224.4%
-184.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.7% |
| 7D | -2.0% | -0.7% | -1.3% | -1.4% |
| 30D | +4.1% | -1.7% | +5.8% | +5.8% |
| 3M | -6.0% | -2.3% | -3.7% | -4.0% |
| 6M | +6.5% | +1.5% | +5.0% | +3.9% |
| YTD | +20.3% | +12.0% | +8.3% | +5.2% |
| 1Y | +27.7% | +12.9% | +14.8% | +10.6% |
| 3Y | +85.4% | +74.9% | +10.5% | +0.9% |
| 5Y | +14.4% | +59.9% | -45.6% | -31.8% |
| 10Y | +39.5% | +224.6% | -185.1% | -62.2% |
| All | +39.5% | +224.4% | -184.8% | -62.2% |
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