+48.1%
PBI vs VT
+222.7%
-174.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.1% | +0.4% | +0.7% | +0.5% |
| 30D | -4.4% | +1.0% | -5.3% | -5.7% |
| 3M | +4.5% | +2.4% | +2.2% | +0.3% |
| 6M | +62.5% | +12.0% | +50.5% | +35.9% |
| YTD | +68.0% | +15.3% | +52.7% | +34.4% |
| 1Y | +46.5% | +22.6% | +23.9% | +6.9% |
| 3Y | +484.2% | +74.7% | +409.5% | +155.3% |
| 5Y | +186.1% | +66.1% | +120.0% | +37.7% |
| All | +48.1% | +222.7% | -174.7% | -70.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling