+51.5%
PFXF price history and return analytics
+214.8%
-163.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | -0.3% |
| 7D | -3.3% | -4.2% | +0.9% | -1.0% |
| 30D | -8.1% | -5.8% | -2.3% | -5.0% |
| 3M | -9.1% | -5.2% | -3.8% | -6.4% |
| 6M | -10.5% | +0.1% | -10.6% | -10.5% |
| YTD | -4.2% | +8.2% | -12.5% | -8.3% |
| 1Y | -2.0% | +10.1% | -12.2% | -7.1% |
| 3Y | +20.0% | +69.7% | -49.6% | -10.7% |
| 5Y | +4.6% | +53.4% | -48.8% | -18.4% |
| All | +51.5% | +214.8% | -163.3% | -23.3% |
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