+64.7%
PABU vs VT
+70.3%
-5.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | +3.8% | +2.9% | +0.9% | +0.6% |
| 30D | -4.5% | -2.5% | -1.9% | -1.7% |
| 3M | -1.7% | -3.3% | +1.6% | +2.0% |
| 6M | +1.9% | +1.5% | +0.4% | +0.3% |
| YTD | +6.4% | +11.4% | -5.0% | -5.5% |
| 1Y | +5.7% | +11.9% | -6.2% | -6.7% |
| 3Y | +64.4% | +73.9% | -9.5% | -10.8% |
| All | +64.7% | +70.3% | -5.6% | -8.0% |
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