+389.6%
PBA price history and return analytics
+374.9%
+14.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.2% |
| 7D | -6.0% | -2.3% | -3.7% | -4.0% |
| 30D | +5.0% | -5.0% | +10.0% | +9.9% |
| 3M | +1.7% | -4.9% | +6.6% | +6.1% |
| 6M | +10.1% | -1.5% | +11.7% | +10.4% |
| YTD | +31.2% | +8.5% | +22.8% | +18.7% |
| 1Y | +30.9% | +11.4% | +19.5% | +15.2% |
| 3Y | +70.0% | +70.1% | 0.0% | -4.5% |
| 5Y | +81.6% | +53.7% | +27.9% | +12.0% |
| 10Y | +177.7% | +220.0% | -42.3% | -10.2% |
| All | +389.6% | +374.9% | +14.7% | +27.5% |
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 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