+40.9%
PBOG vs VT
+17.0%
+23.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +2.1% | +0.4% | +1.7% | +2.3% |
| 30D | +8.8% | +1.0% | +7.8% | +9.3% |
| 3M | +5.9% | +2.4% | +3.5% | +7.4% |
| 6M | +12.8% | +12.0% | +0.8% | +21.3% |
| YTD | +39.5% | +15.3% | +24.2% | +47.6% |
| All | +40.9% | +17.0% | +23.9% | +48.8% |
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 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