+40.4%
PBOG vs VT
+9.8%
+30.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -4.0% |
| 7D | -9.5% | -4.2% | -5.3% | -11.2% |
| 30D | -0.1% | -5.8% | +5.7% | -2.7% |
| 3M | +8.4% | -5.2% | +13.7% | +5.9% |
| 6M | +2.4% | +0.1% | +2.3% | +3.1% |
| YTD | +39.0% | +8.2% | +30.8% | +43.0% |
| All | +40.4% | +9.8% | +30.6% | +44.1% |
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