+200.4%
PXF price history and return analytics
+226.9%
-26.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.3% |
| 7D | -1.8% | -2.0% | +0.2% | +0.1% |
| 30D | +0.1% | -1.4% | +1.6% | +1.5% |
| 3M | +6.7% | +4.7% | +2.0% | +2.2% |
| 6M | +13.0% | +11.4% | +1.6% | +2.3% |
| YTD | +22.2% | +13.1% | +9.2% | +9.2% |
| 1Y | +34.1% | +19.0% | +15.1% | +14.2% |
| 3Y | +97.2% | +73.9% | +23.2% | +17.0% |
| 5Y | +98.3% | +65.4% | +32.9% | +22.8% |
| All | +200.4% | +226.9% | -26.5% | -5.3% |
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