+84.3%
PFS price history and return analytics
+74.0%
+10.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +0.2% | +2.4% | -2.1% | -2.1% |
| 30D | +4.8% | -1.5% | +6.3% | +6.1% |
| 3M | -7.1% | -4.1% | -3.0% | -3.4% |
| 6M | +7.9% | +0.6% | +7.4% | +6.4% |
| YTD | +20.2% | +11.0% | +9.2% | +5.5% |
| 1Y | +28.2% | +13.3% | +14.9% | +9.7% |
| 3Y | +84.3% | +73.4% | +10.9% | -31.9% |
| All | +84.3% | +74.0% | +10.3% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling