+36.7%
PBEU vs VT
+17.0%
+19.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.3% |
| 7D | +2.7% | +0.1% | +2.5% | +2.5% |
| 30D | +1.5% | +0.8% | +0.7% | +0.3% |
| 3M | +18.1% | +2.8% | +15.3% | +13.3% |
| 6M | +29.8% | +13.0% | +16.9% | +7.5% |
| YTD | +25.9% | +15.4% | +10.6% | +3.7% |
| All | +36.7% | +17.0% | +19.7% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling