+172.9%
PBA vs VT
+215.5%
-42.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.1% |
| 7D | -6.0% | -2.3% | -3.7% | -3.8% |
| 30D | +5.0% | -5.0% | +10.0% | +10.6% |
| 3M | +1.7% | -4.9% | +6.6% | +6.7% |
| 6M | +10.1% | -1.5% | +11.7% | +10.3% |
| YTD | +31.2% | +8.5% | +22.8% | +16.7% |
| 1Y | +30.9% | +11.4% | +19.5% | +12.7% |
| 3Y | +70.0% | +70.1% | 0.0% | -15.0% |
| 5Y | +81.6% | +53.7% | +27.9% | +2.3% |
| All | +172.9% | +215.5% | -42.6% | -42.2% |
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