+11.3%
PB price history and return analytics
+59.8%
-48.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.3% |
| 30D | +10.0% | -1.7% | +11.7% | +11.3% |
| 3M | 0.0% | -2.3% | +2.3% | +1.6% |
| 6M | +8.5% | +1.5% | +7.0% | +6.5% |
| YTD | +8.4% | +12.0% | -3.6% | -2.1% |
| 1Y | +12.4% | +12.9% | -0.5% | +0.8% |
| 3Y | +46.2% | +74.9% | -28.7% | -9.2% |
| 5Y | +11.3% | +59.9% | -48.6% | -25.4% |
| All | +11.3% | +59.8% | -48.4% | -25.4% |
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