+14.2%
PFS price history and return analytics
+53.4%
-39.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | +0.1% | -2.3% | +2.4% | +2.1% |
| 30D | +4.5% | -5.0% | +9.5% | +9.1% |
| 3M | -6.3% | -4.9% | -1.5% | -2.4% |
| 6M | +3.6% | -1.5% | +5.2% | +4.4% |
| YTD | +19.9% | +8.5% | +11.4% | +10.2% |
| 1Y | +31.1% | +11.4% | +19.7% | +17.5% |
| 3Y | +72.9% | +70.1% | +2.8% | +8.6% |
| All | +14.2% | +53.4% | -39.2% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling