+46.9%
PBFS vs VT
+66.2%
-19.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +5.2% | +0.4% | +4.7% | +4.9% |
| 30D | +8.0% | +1.0% | +7.0% | +7.5% |
| 3M | +14.9% | +2.4% | +12.5% | +13.6% |
| 6M | +26.0% | +12.0% | +14.0% | +19.8% |
| YTD | +37.5% | +15.3% | +22.2% | +28.9% |
| 1Y | +40.5% | +22.6% | +17.9% | +28.0% |
| 3Y | +104.9% | +74.7% | +30.2% | +60.3% |
| All | +46.9% | +66.2% | -19.3% | +15.3% |
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 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