+232.5%
PFS price history and return analytics
+346.0%
-113.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.2% |
| 7D | +0.1% | -2.3% | +2.4% | +2.5% |
| 30D | +4.5% | -5.0% | +9.5% | +9.9% |
| 3M | -6.3% | -4.9% | -1.5% | -1.7% |
| 6M | +3.6% | -1.5% | +5.2% | +4.5% |
| YTD | +19.9% | +8.5% | +11.4% | +8.8% |
| 1Y | +31.1% | +11.4% | +19.7% | +15.6% |
| 3Y | +72.9% | +70.1% | +2.8% | -1.3% |
| 5Y | +14.3% | +53.7% | -39.4% | -28.5% |
| 10Y | +64.8% | +220.0% | -155.1% | -51.1% |
| All | +232.5% | +346.0% | -113.5% | -16.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling