+57.8%
PBT vs VT
+15.2%
+42.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +2.1% |
| 7D | -14.6% | -0.3% | -14.3% | -14.6% |
| 30D | -11.8% | -1.4% | -10.3% | -12.0% |
| 3M | -11.9% | -1.4% | -10.5% | -12.0% |
| 6M | +22.8% | +5.5% | +17.3% | +23.1% |
| YTD | +69.6% | +12.8% | +56.8% | +68.1% |
| 1Y | +57.8% | +15.4% | +42.3% | +52.7% |
| All | +57.8% | +15.2% | +42.5% | +52.7% |
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