+148.0%
PBAM price history and return analytics
+69.4%
+78.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -2.9% |
| 7D | -1.7% | -4.2% | +2.5% | -0.7% |
| 30D | -2.4% | -5.8% | +3.4% | -1.2% |
| 3M | -1.9% | -5.2% | +3.3% | -0.8% |
| 6M | +12.9% | +0.1% | +12.8% | +13.0% |
| YTD | +46.2% | +8.2% | +38.0% | +44.2% |
| 1Y | +47.2% | +10.1% | +37.1% | +44.7% |
| All | +148.0% | +69.4% | +78.7% | +135.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling