+129.3%
PBE vs VT
+222.7%
-93.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -0.8% | +2.9% | -3.7% | -3.5% |
| 30D | +3.7% | -2.5% | +6.2% | +6.2% |
| 3M | +4.8% | -3.3% | +8.1% | +8.3% |
| 6M | +19.8% | +1.5% | +18.2% | +17.5% |
| YTD | +21.1% | +11.4% | +9.8% | +8.4% |
| 1Y | +27.5% | +11.9% | +15.6% | +13.6% |
| 3Y | +86.7% | +73.9% | +12.8% | +7.5% |
| 5Y | +39.0% | +57.9% | -18.9% | -11.9% |
| All | +129.3% | +222.7% | -93.4% | -28.1% |
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