+91.6%
PBD price history and return analytics
+222.7%
-131.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | +0.1% |
| 7D | +1.9% | -0.1% | +2.0% | +2.1% |
| 30D | -2.4% | -0.7% | -1.7% | -1.6% |
| 3M | -11.8% | +4.0% | -15.8% | -15.7% |
| 6M | +1.7% | +12.3% | -10.6% | -11.1% |
| YTD | +10.9% | +14.0% | -3.1% | -4.7% |
| 1Y | +27.4% | +20.3% | +7.1% | +2.9% |
| 3Y | +16.2% | +75.4% | -59.3% | -39.9% |
| 5Y | -33.3% | +66.0% | -99.3% | -62.6% |
| 10Y | +91.6% | +228.2% | -136.6% | -44.9% |
| All | +91.6% | +222.7% | -131.0% | -44.9% |
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