+67.9%
PABU vs VT
+76.4%
-8.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.9% |
| 30D | +0.6% | +1.0% | -0.3% | -0.4% |
| 3M | -1.4% | +2.4% | -3.8% | -3.9% |
| 6M | +13.3% | +12.0% | +1.3% | 0.0% |
| YTD | +8.5% | +15.3% | -6.9% | -7.4% |
| 1Y | +14.2% | +22.6% | -8.4% | -8.8% |
| 3Y | +62.4% | +74.7% | -12.2% | -12.3% |
| All | +67.9% | +76.4% | -8.4% | -9.7% |
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