-31.8%
PBYI vs VT
+376.1%
-407.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.4% | +0.4% | +5.0% | +4.7% |
| 30D | +19.5% | +1.0% | +18.6% | +18.0% |
| 3M | +36.2% | +2.4% | +33.9% | +31.2% |
| 6M | +49.2% | +12.0% | +37.2% | +28.3% |
| YTD | +60.5% | +15.3% | +45.2% | +32.7% |
| 1Y | +86.9% | +22.6% | +64.3% | +41.8% |
| 3Y | +158.1% | +74.7% | +83.4% | +22.0% |
| 5Y | +29.2% | +66.1% | -36.9% | -33.8% |
| 10Y | -83.4% | +225.0% | -308.4% | -96.4% |
| All | -31.8% | +376.1% | -407.9% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling