+304.4%
PBT vs VT
+53.4%
+251.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -8.5% | -2.3% | -6.2% | -7.2% |
| 30D | -13.8% | -5.0% | -8.8% | -11.1% |
| 3M | -7.8% | -4.9% | -3.0% | -5.1% |
| 6M | +29.8% | -1.5% | +31.3% | +30.1% |
| YTD | +72.2% | +8.5% | +63.7% | +60.3% |
| 1Y | +64.0% | +11.4% | +52.6% | +49.5% |
| 3Y | +76.1% | +70.1% | +6.0% | +16.6% |
| All | +304.4% | +53.4% | +251.0% | +200.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling