+60.6%
PB price history and return analytics
+217.6%
-157.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +10.6% | -3.1% | +13.7% | +13.9% |
| 3M | +0.6% | -3.5% | +4.1% | +3.9% |
| 6M | +7.4% | +0.5% | +6.9% | +5.8% |
| YTD | +8.6% | +10.8% | -2.2% | -3.8% |
| 1Y | +13.1% | +11.9% | +1.2% | -1.0% |
| 3Y | +46.5% | +73.0% | -26.5% | -20.5% |
| 5Y | +12.0% | +58.6% | -46.6% | -33.3% |
| 10Y | +60.6% | +219.2% | -158.6% | -58.8% |
| All | +60.6% | +217.6% | -157.0% | -58.8% |
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 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