-79.0%
PBK vs VT
+23.3%
-102.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.0% |
| 7D | -12.1% | +0.4% | -12.6% | -13.1% |
| 30D | -24.8% | +1.0% | -25.8% | -26.7% |
| 3M | -63.5% | +2.4% | -65.9% | -65.6% |
| 6M | -52.7% | +12.0% | -64.7% | -63.5% |
| YTD | -79.0% | +15.3% | -94.4% | -84.2% |
| 1Y | -79.0% | +22.6% | -101.6% | -82.9% |
| All | -79.0% | +23.3% | -102.3% | -82.9% |
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