-100.0%
PFSA price history and return analytics
+25.9%
-125.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.6% | -13.6% | -14.8% |
| 7D | -7.5% | -0.1% | -7.4% | -7.6% |
| 30D | -34.2% | -0.7% | -33.6% | -35.1% |
| 3M | -91.0% | +4.0% | -95.0% | -92.0% |
| 6M | -97.2% | +12.3% | -109.5% | -98.0% |
| YTD | -99.7% | +14.0% | -113.7% | -99.8% |
| 1Y | -99.9% | +20.3% | -120.2% | -99.9% |
| All | -100.0% | +25.9% | -125.9% | -100.0% |
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