+11.2%
PBHC vs VT
+59.7%
-48.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | -0.2% | -1.4% | +1.2% | -0.1% |
| 3M | +5.3% | -1.4% | +6.6% | +5.4% |
| 6M | +27.5% | +5.5% | +22.0% | +26.4% |
| YTD | +21.9% | +12.8% | +9.1% | +19.8% |
| 1Y | +14.1% | +15.4% | -1.4% | +11.8% |
| 3Y | +36.5% | +76.9% | -40.4% | +30.8% |
| All | +11.2% | +59.7% | -48.5% | +4.5% |
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 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