+469.2%
PBE vs VT
+368.9%
+100.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | -4.8% | -1.1% | -3.7% | -3.9% |
| 30D | -1.1% | -1.0% | -0.1% | -0.2% |
| 3M | +10.6% | +3.2% | +7.4% | +7.4% |
| 6M | +20.0% | +12.5% | +7.5% | +7.8% |
| YTD | +14.3% | +14.1% | +0.3% | +1.3% |
| 1Y | +32.6% | +18.9% | +13.7% | +13.3% |
| 3Y | +57.3% | +74.1% | -16.8% | -3.9% |
| 5Y | +23.4% | +66.9% | -43.5% | -21.6% |
| 10Y | +137.6% | +228.3% | -90.7% | -14.1% |
| All | +469.2% | +368.9% | +100.2% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling