-51.2%
PFSI price history and return analytics
+13.3%
-64.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.7% |
| 7D | -7.7% | -0.7% | -7.0% | -7.2% |
| 30D | +6.0% | -1.7% | +7.7% | +7.5% |
| 3M | -18.3% | -2.3% | -16.0% | -16.6% |
| 6M | -28.9% | +1.5% | -30.4% | -30.0% |
| YTD | -52.2% | +12.0% | -64.2% | -57.4% |
| 1Y | -51.2% | +12.9% | -64.1% | -56.9% |
| All | -51.2% | +13.3% | -64.5% | -56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling