+23.2%
PBFS vs VT
+136.9%
-113.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -0.1% | -1.6% | +1.5% | +1.1% |
| 30D | +2.3% | -2.5% | +4.7% | +4.0% |
| 3M | +4.1% | -1.3% | +5.4% | +4.9% |
| 6M | +26.7% | +3.1% | +23.6% | +23.4% |
| YTD | +34.8% | +10.9% | +23.9% | +24.2% |
| 1Y | +38.6% | +12.1% | +26.5% | +26.6% |
| 3Y | +118.9% | +73.9% | +45.0% | +41.7% |
| 5Y | +40.9% | +58.0% | -17.1% | -2.0% |
| All | +23.2% | +136.9% | -113.8% | -43.5% |
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