+110.1%
PFXF price history and return analytics
+383.3%
-273.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +0.1% | +0.4% | -0.4% | -0.1% |
| 30D | -0.2% | +1.0% | -1.2% | -0.7% |
| 3M | -3.2% | +2.4% | -5.6% | -4.4% |
| 6M | +0.9% | +12.0% | -11.1% | -4.6% |
| YTD | +5.1% | +15.3% | -10.2% | -2.1% |
| 1Y | +8.2% | +22.6% | -14.4% | -2.2% |
| 3Y | +28.1% | +74.7% | -46.6% | -3.1% |
| 5Y | +16.2% | +66.1% | -49.9% | -10.7% |
| 10Y | +60.0% | +225.0% | -165.0% | -10.2% |
| All | +110.1% | +383.3% | -273.2% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling