+330.1%
PBT vs VT
+57.4%
+272.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +2.7% |
| 7D | -0.7% | +0.4% | -1.0% | -1.0% |
| 30D | -13.3% | -2.6% | -10.7% | -11.9% |
| 3M | -5.4% | -3.2% | -2.2% | -3.6% |
| 6M | +31.4% | +0.9% | +30.5% | +29.8% |
| YTD | +79.7% | +11.3% | +68.4% | +64.6% |
| 1Y | +57.7% | +14.0% | +43.7% | +41.8% |
| 3Y | +106.1% | +75.8% | +30.3% | +33.6% |
| 5Y | +330.1% | +57.8% | +272.2% | +214.0% |
| All | +330.1% | +57.4% | +272.7% | +214.0% |
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