+230.1%
PXF price history and return analytics
+371.8%
-141.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.6% | +1.0% | +0.6% | +0.5% |
| 30D | +1.7% | -0.2% | +1.9% | +1.9% |
| 3M | +6.7% | +4.5% | +2.1% | +1.9% |
| 6M | +16.1% | +14.1% | +2.0% | +1.6% |
| YTD | +24.3% | +14.8% | +9.6% | +8.3% |
| 1Y | +36.4% | +21.2% | +15.2% | +12.3% |
| 3Y | +100.6% | +76.6% | +24.0% | +11.6% |
| 5Y | +100.3% | +66.6% | +33.8% | +17.4% |
| 10Y | +201.3% | +222.3% | -21.0% | -12.5% |
| All | +230.1% | +371.8% | -141.8% | -35.5% |
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 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