+36.7%
PBE vs VT
+53.2%
-16.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.2% | -1.5% |
| 7D | -4.1% | -4.2% | +0.1% | -0.3% |
| 30D | +4.8% | -5.8% | +10.6% | +10.7% |
| 3M | +8.2% | -5.2% | +13.5% | +13.7% |
| 6M | +24.1% | +0.1% | +24.0% | +23.4% |
| YTD | +22.1% | +8.2% | +13.8% | +12.6% |
| 1Y | +31.3% | +10.1% | +21.2% | +19.1% |
| 3Y | +80.5% | +69.7% | +10.8% | +7.4% |
| 5Y | +36.7% | +53.4% | -16.7% | -10.2% |
| All | +36.7% | +53.2% | -16.5% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling