+146.9%
PBE vs VT
+223.7%
-76.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.7% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | +4.1% | -2.6% | +6.7% | +6.7% |
| 3M | +8.7% | -3.2% | +12.0% | +12.2% |
| 6M | +23.6% | +0.9% | +22.7% | +22.0% |
| YTD | +24.1% | +11.3% | +12.8% | +11.1% |
| 1Y | +34.6% | +14.0% | +20.6% | +17.7% |
| 3Y | +92.6% | +75.8% | +16.7% | +9.7% |
| 5Y | +41.6% | +57.8% | -16.2% | -10.2% |
| 10Y | +146.9% | +219.8% | -72.9% | -19.1% |
| All | +146.9% | +223.7% | -76.8% | -19.1% |
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