+91.9%
PBA price history and return analytics
+59.8%
+32.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.1% |
| 7D | +2.4% | -0.7% | +3.1% | +2.8% |
| 30D | +4.4% | -1.7% | +6.1% | +5.3% |
| 3M | +3.6% | -2.3% | +5.9% | +4.8% |
| 6M | +10.2% | +1.5% | +8.7% | +8.5% |
| YTD | +35.6% | +12.0% | +23.6% | +24.8% |
| 1Y | +36.2% | +12.9% | +23.3% | +24.7% |
| 3Y | +77.9% | +74.9% | +3.0% | +16.1% |
| 5Y | +91.9% | +59.9% | +32.0% | +30.5% |
| All | +91.9% | +59.8% | +32.2% | +30.5% |
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