+167.5%
PBE vs VT
+215.5%
-48.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -3.4% | -2.3% | -1.1% | -1.1% |
| 30D | +4.4% | -5.0% | +9.4% | +9.7% |
| 3M | +8.7% | -4.9% | +13.6% | +14.1% |
| 6M | +20.2% | -1.5% | +21.8% | +21.5% |
| YTD | +21.9% | +8.5% | +13.4% | +11.9% |
| 1Y | +31.8% | +11.4% | +20.5% | +17.9% |
| 3Y | +81.9% | +70.1% | +11.8% | +7.0% |
| 5Y | +36.4% | +53.7% | -17.3% | -11.3% |
| All | +167.5% | +215.5% | -48.1% | -13.2% |
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