-67.0%
PFX price history and return analytics
+224.5%
-291.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -12.7% | +0.4% | -13.2% | -12.9% |
| 30D | -0.3% | +1.0% | -1.3% | -0.9% |
| 3M | +1.1% | +2.4% | -1.3% | -0.6% |
| 6M | +6.1% | +12.0% | -5.9% | -1.8% |
| YTD | +4.3% | +15.3% | -11.0% | -5.3% |
| 1Y | -4.5% | +22.6% | -27.1% | -16.9% |
| 3Y | +28.5% | +74.7% | -46.2% | -14.7% |
| 5Y | +18.0% | +66.1% | -48.1% | -19.8% |
| All | -67.0% | +224.5% | -291.5% | -87.5% |
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