-15.0%
PBW vs VT
+10.5%
-25.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.8% | +5.5% |
| 7D | +4.0% | -2.3% | +6.3% | +9.5% |
| 30D | -9.3% | -5.0% | -4.3% | +2.0% |
| 3M | -21.3% | -4.9% | -16.4% | -11.4% |
| 6M | -33.6% | -1.5% | -32.0% | -29.5% |
| YTD | -12.7% | +8.5% | -21.2% | -24.1% |
| 1Y | -15.0% | +11.4% | -26.4% | -30.8% |
| All | -15.0% | +10.5% | -25.5% | -30.8% |
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