-71.8%
PBYI vs VT
+226.2%
-298.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -6.4% | -1.6% | -4.8% | -4.5% |
| 30D | +7.5% | -2.5% | +10.0% | +10.9% |
| 3M | +32.9% | -1.3% | +34.2% | +34.8% |
| 6M | +36.4% | +3.1% | +33.4% | +30.0% |
| YTD | +71.8% | +10.9% | +60.8% | +49.1% |
| 1Y | +102.8% | +12.1% | +90.7% | +73.0% |
| 3Y | +267.6% | +73.9% | +193.7% | +73.6% |
| 5Y | +55.3% | +58.0% | -2.7% | -14.8% |
| All | -71.8% | +226.2% | -298.0% | -96.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling