+8.5%
PFX price history and return analytics
+57.9%
-49.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +6.1% | -1.6% | +7.7% | +6.4% |
| 30D | -3.1% | -2.5% | -0.6% | -2.6% |
| 3M | +1.1% | -1.3% | +2.4% | +1.4% |
| 6M | +6.6% | +3.1% | +3.5% | +5.9% |
| YTD | -1.4% | +10.9% | -12.3% | -3.4% |
| 1Y | +2.7% | +12.1% | -9.4% | +0.4% |
| 3Y | +23.1% | +73.9% | -50.8% | +8.6% |
| All | +8.5% | +57.9% | -49.4% | -6.6% |
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